Decedent Solutions Associate

Raymond James

St Petersburg, FL, USA
Hybrid
Strong communication skills
Attention to detail
Knowledge of operational procedures
As a Decedent Solutions Associate, you will support internal teams and Financial Advisors during the complex process of managing decedent accounts

Job Summary

  • As a Decedent Solutions Associate, you will support internal teams and Financial Advisors during the complex process of managing decedent accounts.
  • You will provide thoughtful and accurate client support by researching and resolving escalated issues with care and precision.
  • Raymond James values a people-first culture, honoring the uniqueness and experiences of all associates.

Matching Summary

As a Decedent Solutions Associate, you will support internal teams and Financial Advisors during the complex process of managing decedent accounts.

Skills & Requirements

Must-have

  • Strong communication skills
  • Attention to detail
  • Knowledge of operational procedures

Nice-to-have

  • Ability to prioritize workload
  • Commitment to exceptional service
  • Experience in a hybrid work environment

Key Requirements

  • Bachelor’s degree in Accounting, Business Administration, or Finance
  • 4 to 6 months of general experience

Work Rights

Not specified

Tailored Resume

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