Decedent Solutions Associate

Raymond James • Memphis, FL

2d • Hybrid

About The Position

The Decedent Solutions Associate supports internal teams and Financial Advisors through the process of managing decedent accounts. The role provides thoughtful, accurate client support by researching and resolving escalated issues, applying operational procedures and regulatory requirements, and recommending solutions to moderately complex problems. It involves frequent interaction with internal stakeholders and requires strong communication skills, attention to detail, and a commitment to exceptional service during a critical time in the client lifecycle.

This is a hybrid position with three in-office days per week in St. Petersburg, Florida; Memphis, Tennessee; or Southfield, Michigan. Training is full time in the office during the first 60 days of employment. Travel is less than 25%.

Requirements

• High school completion is required.
• General work experience of 4 to 6 months.
• Organizational and time-management skills sufficient to prioritize work, manage multiple tasks, and meet deadlines.
• Problem-solving and analytical skills sufficient to assess client issues and provide accurate resolutions.
• Ability to communicate clearly and effectively, orally and in writing, including explaining complex regulations.
• Ability to acquire and maintain knowledge in a changing regulatory environment.
• Knowledge of general office practices and procedures.
• Knowledge of Microsoft Word, Access, Excel, and Outlook for creating and updating documents, reports, and spreadsheets.
• Ability to operate call center software applications and customer management systems.

Nice To Haves

• Completed bachelor's degree in Accounting, Business Administration, or Finance.

Responsibilities

• Process financial transactions accurately.
• Assist with requests for information and refer more complex matters to colleagues.
• Answer telephone, email, and mail inquiries; address basic requests and direct complex matters as needed.
• Carry out standard customer service activities and handle simple customer inquiries.
• Maintain files and records.
• Organize daily work in line with changing priorities.
• Follow mandatory procedures and comply with quality standards, external regulatory codes, and internal codes of conduct.
• Develop and maintain procedural and technical skills through assessment, development planning, training, and coaching.
• Use organizational and time-management skills to prioritize workload, handle multiple tasks, and meet deadlines.
• Assess client issues and provide accurate resolutions using problem-solving and analytical skills.
• Operate call center software and customer management systems.
• Communicate clearly and effectively, orally and in writing, including explaining complex regulations.
• Acquire and maintain knowledge in a changing regulatory environment.
• Use standard office equipment and software to support business processes.
• Develop appropriate plans or take necessary actions based on recommendations and requirements.
• Make customer interactions positive by helping customers feel understood, appreciated, and confident in the organization.
• Navigate customer conversations using the open, learn, reply, and close steps.
• Plan, organize, prioritize, and oversee activities to meet business objectives efficiently.
• Develop, monitor, interpret, and understand policies and procedures, ensuring alignment with organizational strategies and objectives.
• Build customer relationships and address personal needs through positive customer experiences.
• Analyze data from multiple sources, draw conclusions, and make recommendations.
• Meet high customer service standards.
• Perform elementary data analysis for reports that help guide decision-making.
• Select and use appropriate office systems effectively.

Benefits

• Medical, dental, and vision coverage may be included.
• Life insurance may be included.
• Critical illness and accident insurance may be included.
• Disability benefits may be included.
• Retirement savings may be included.
• Paid time off, including vacation, holidays, and sick leave, may be included.
• Parental leave may be included.
• Additional compensation may include cash or equity, discretionary bonuses, or commissions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED