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
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
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.
Skills & Requirements
Must-have
Process financial transactions accurately
Research and resolve escalated issues
Communicate information orally and in writing
Operate call center software applications
Maintain files and records
Nice-to-have
Deliver exceptional service during a critical time
Make every customer interaction positive
Connect with customers to strengthen the relationship
Develop and maintain excellent procedural skills
Key Requirements
4 to 6 months General Experience
High School (HS) or Bachelor's degree
Microsoft Word, Access, Excel and Outlook proficiency