Raymond James is seeking a Decedent Solutions Associate to support internal teams and Financial Advisors in managing decedent accounts. The role requires strong communication and problem-solving skills, with a focus on delivering exceptional client service during sensitive situations
Job Summary
As a Decedent Solutions Associate, you will play a vital role in supporting internal teams and Financial Advisors through the sensitive and complex process of managing decedent accounts.
You will provide thoughtful and accurate client support by researching and resolving escalated issues with care and precision.
Leveraging your knowledge of operational procedures and regulatory requirements, you will recommend effective solutions to moderately complex problems.
Matching Summary
Match Score: 85
Raymond James is seeking a Decedent Solutions Associate to support internal teams and Financial Advisors in managing decedent accounts. The role requires strong communication and problem-solving skills, with a focus on delivering exceptional client service during sensitive situations.
Skills & Requirements
Must-have
managing decedent accounts
client support
researching and resolving issues
operational procedures
regulatory requirements
Nice-to-have
exceptional service
client lifecycle
positive customer experiences
strengthen the relationship
Key Requirements
4 to 6 months General Experience
High School (HS) or Bachelor's Degree
Microsoft Word, Access, Excel and Outlook proficiency