Operational procedures and regulatory requirements
Client support during critical lifecycle stages
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Chartwell Investment Partners is seeking a Decedent Solutions Associate for a hybrid role in various locations. The ideal candidate will support Financial Advisors and internal teams in managing decedent accounts, requiring strong communication and problem-solving skills.
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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: 75
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Chartwell Investment Partners is seeking a Decedent Solutions Associate for a hybrid role in various locations. The ideal candidate will support Financial Advisors and internal teams in managing decedent accounts, requiring strong communication and problem-solving skills.
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Skills & Requirements
Must-have
Researching and resolving escalated issues
Operational procedures and regulatory requirements