Inheritance Service Associate

2 weeks ago

Saint Petersburg, United States Raymond James Full time

Job Summary:

Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we operate as a home office department, our approach mirrors that of most Raymond James branches.

Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to assist executors and beneficiaries of deceased clients with the complexities of final estate disbursements and beneficiary distributions. Recommends solutions to moderately complex problems.

Essential Duties and Responsibilities:

* Process documents and forms for inheritance related accounts.
* Answer calls from beneficiaries, trustees, or executors of estates related to the inheritance process.
* Acts as a liaison between home office departments and beneficiaries to research and resolve escalated issues regarding clients' accounts communicated via phone, correspondence, email and online inquiries; follows the issue all the way through resolution and final communications.
* Determines best method to resolve issues to ensure client satisfaction and adherence to company policies.
* Follows up, either verbally or in writing, to ensure client satisfaction.
* Responds to incoming inquiries related to complex case distributions, instructions or paperwork requirements for final distributions.
* Addresses inquiries pertaining to operational policies and procedures and relay policies that govern the procedures handled at the retail level.
* Communicates and coordinates with Registrations, Sales Management and Compliance Departments to monitor cases.
* Reviews, maintains and documents weekly reports.
* Executes trades when required.
* Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

* Basic office practices, procedures and methods.
* Account types and industry operations in general.
* Back office systems.

Skill in:

* Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
* Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets.
* Detail orientation to ensure quality standards are met without impairing workflow.
* Follow-up to ensure resolution and completion of tasks.

Ability to:

* Provide a high level of customer service in a calm, courteous and professional manner.
* Establish and maintain effective working relationships at all levels of the organization.
* Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
* Use effective oral and written communication skills sufficient enough to communicate and interact effectively with executors and beneficiaries.
* Constructively work under stress and pressure when faced with high workloads and deadlines.
* Work independently as well as collaboratively within a team environment.

Educational/Previous Experience Requirements

* High School Diploma or equivalent and three (3) years experience in the financial services industry, preferably including related service experience.
* Associates Degree Preferred
* OR ~
* An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

* SIE required provided that an exemption or grandfathering cannot be applied.
* Series 7 License required. 63 preferred, or ability to obtain within 120 days from hire.

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