Decedent Solutions Associate

Raymond James • Southfield, MI

4d • Hybrid

About The Position

As a Decedent Solutions Associate, you will support internal teams and Financial Advisors through the process of managing decedent accounts. You will provide accurate client support by researching and resolving escalated issues, using knowledge of operational procedures and regulatory requirements to recommend solutions to moderately complex problems. The role involves frequent interaction with internal stakeholders and requires strong communication skills, attention to detail, and a commitment to service during a critical time in the client lifecycle.

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

Requirements

• High school diploma or GED completed.
• General work experience of 4 to 6 months.
• Knowledge of general office practices and procedures.
• Knowledge of Microsoft Word, Access, Excel, and Outlook for creating and updating documents, reports, and spreadsheets.
• Organizational and time management skills to prioritize workload, handle multiple tasks, and meet deadlines.
• Problem-solving and analytical skills to assess client issues and provide accurate resolutions.
• Ability to operate call center software applications.
• Clear and effective oral and written communication skills, including the ability to explain complex regulations.
• Ability to acquire and maintain knowledge in a changing regulatory environment.
• Ability to understand and effectively operate customer management systems.
• Ability to meet high customer service standards.

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, handling basic requests and directing complex matters as necessary.
• Carry out standard customer service activities and handle simple customer inquiries.
• Maintain files and records.
• Organize daily work schedules in line with changing priorities.
• Follow mandatory procedures to meet quality standards and comply with external regulatory codes and internal codes of conduct.
• Develop and maintain procedural and technical skills through assessment, development planning, training, and coaching.
• Use clear and effective communication to explain regulations, express ideas, request actions, and formulate plans or policies.
• Develop plans or take actions based on recommendations and requirements.
• Create positive customer interactions and navigate conversations by opening, learning, replying, and closing effectively.
• Plan, organize, prioritize, and oversee activities to meet business objectives.
• Develop, monitor, interpret, and understand policies and procedures, ensuring alignment with organizational strategies and objectives.
• Connect with customers to strengthen relationships and meet personal needs through positive experiences.
• Analyze data from multiple sources, draw conclusions, and make recommendations.
• Meet high customer service standards and operate customer management systems effectively.
• Perform elementary data analysis for reports that support decision-making.
• Select and use appropriate office systems and standard equipment and software to support business processes.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Critical illness insurance
• Accident insurance
• Disability benefits
• Retirement savings
• Paid time off, including vacation, holidays, and sick leave
• Parental leave
• Additional compensation, which 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