• Onboarding Specialist - Reams

    Raymond James Financial, Inc. (FL)
    …second level testing + **Custodial account on-boarding** : + Manage custodian onboarding documentation + Work with custodians to open global markets and derivatives ... of account transition status + Collaborate with internal teams to establish onboarding process **Knowledge** + Demonstrate a satisfactory level of technical and… more
    Raymond James Financial, Inc. (02/15/25)
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