Financial Inheritance Associate
7 days ago
Raymond James Financial, Inc. is a leading financial services company that provides exceptional service to its clients. As a specialized department within the organization, our goal is to provide personalized support to executors and beneficiaries of deceased clients.
Salary
$60,000 - $80,000 per year, depending on experience and qualifications.
About the Role
This is an exciting opportunity to join our team as a Financial Inheritance Associate - Customer Service Specialist. You will be responsible for providing top-notch customer service to our clients, processing documents and forms related to inheritance, and working closely with home office departments to resolve escalated issues.
Key Responsibilities:
- Process documents and forms for inheritance-related accounts.
- Answer calls from beneficiaries, trustees, or executors of estates related to the inheritance process.
- Act as a liaison between home office departments and beneficiaries to research and resolve escalated issues regarding clients' accounts.
- Determine the best method to resolve issues to ensure client satisfaction and adherence to company policies.
- Follow up, either verbally or in writing, to ensure client satisfaction.
Requirements
To be successful in this role, you will need to have excellent communication and organizational skills, as well as the ability to work effectively in a fast-paced environment. A high school diploma or equivalent and three years of experience in the financial services industry are required. An associate's degree is preferred, and relevant certifications such as SIE and Series 7 License are also required.
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