and solutions for clients. Opens, transfers, and closes customer accounts. Maintains appropriate account records while monitoring... Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors...
, moving money, accessing research, etc. Utilizes the standard Customer Care Cisco Finesse desktop agent. Financial Advisor... in the absence of the Advisor. Displays diplomatic abilities as a liaison between the sales force and clearing firm...