Financial Inheritance Associate

7 days ago


Memphis, Tennessee, United States Raymond James Financial, Inc. Full time
Overview
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.

  • Memphis, Tennessee, United States Raymond James Financial, Inc. Full time

    Job OverviewThis position offers a unique opportunity to lead and manage a team of professionals in the Operations department at Raymond James Financial, Inc. Located in Memphis, TN, this role requires a strong leader who can provide direction, leadership, and support to assigned departments. If you have experience in financial services and are looking for a...


  • Memphis, Tennessee, United States Raymond James Financial, Inc. Full time

    OverviewRaymond James Financial, Inc. is a leading financial services company celebrating over 60 years of excellence in the industry.Estimated Salary: $45,000 - $60,000 per yearJob DescriptionKey Responsibilities:Provide exceptional administrative support to Financial Advisors and their clientsAssist with client onboarding, account maintenance, and...

  • Financial Associate

    1 week ago


    Memphis, Tennessee, United States Kelly Services Inc Full time

    About Kelly Services IncKelly Services Inc is a leading provider of workforce solutions and business process outsourcing.


  • Memphis, Tennessee, United States First Horizon Bank Full time

    About First Horizon BankWe are a leading regional financial services company dedicated to helping our clients, communities, and associates unlock their full potential with capital and counsel.With $81.7 billion in assets, we serve clients through a team of approximately 7,300 associates and 418 banking centers throughout the southeastern United States.Job...


  • Memphis, Tennessee, United States The Tennessee Board of Regents Full time

    About the RoleThis is a challenging and rewarding opportunity to work in the financial operations department at Southwest Tennessee Community College, a comprehensive, multicultural public institution. As an Accounts Receivable Clerk 3, you will play a crucial role in ensuring the smooth functioning of our accounting practices.The estimated annual salary for...


  • Memphis, Tennessee, United States Regions Bank Full time

    Overview:At Regions Bank, we are committed to helping our customers achieve their financial goals. As a Relationship Banker – Team Lead, you will play a key role in meeting with customers and prospects to determine their financial needs and provide expert guidance to achieve those goals.About the Role:This is an exciting opportunity for candidates with...

  • Payroll Specialist

    7 days ago


    Memphis, Tennessee, United States AutoZone Full time

    Job Title: Payroll SpecialistWe are seeking a highly skilled Payroll Specialist to join our team. The successful candidate will play a crucial role in ensuring accurate payroll processing and financial support.Key Responsibilities:Payroll Processing: Utilize intermediate knowledge of payroll skills, methods, and practices to handle routine tasks, selecting...


  • Memphis, Tennessee, United States First Horizon Bank Full time

    Job Summary: We are seeking a highly skilled Software Development Lead to join our team at First Horizon Bank. As a key member of our development team, you will be responsible for planning, designing, developing, configuring, documenting, deploying, troubleshooting, and maintaining our software applications and services.About Us: First Horizon is a leading...


  • Memphis, Tennessee, United States DoorDash Full time

    Company Overview:DoorDash is a leading food delivery and logistics company that connects local businesses with opportunities to earn, work, and live. With operations in over 4,000 cities across the US, DoorDash offers a unique platform for individuals to achieve their financial goals while enjoying the freedom of being their own boss. Estimated Salary:...


  • Memphis, Tennessee, United States Sam's Club Full time

    Job OverviewSam's Club is seeking a highly skilled and motivated Automobile Center Store Associate to join our team. As a Tire & Battery Center Technician, you will play a crucial role in providing exceptional service to our members, ensuring their safety and satisfaction.In this role, you will work collaboratively with other associates to achieve sales and...


  • Memphis, Tennessee, United States Walmart Full time

    At Walmart, we're committed to providing a positive work environment for our associates. This role is an excellent opportunity to kick-start your career in retail logistics.Estimated Salary Range: $14 - $22 per hourWe're seeking skilled Warehouse Stocking Associates to join our team at Walmart Supercenter #6807 located at 6727 RALEIGH LAGRANGE RD, MEMPHIS,...


  • Memphis, Tennessee, United States Cash America Full time

    Company Overview:Cash America is a leading provider of financial services, offering a range of products to meet the needs of our customers. We are committed to providing exceptional service and creating a positive experience for all who interact with us.Salary:$13.00 to $16.00 per hour, plus commission based on productivity. With the potential to earn 2-8%...


  • Memphis, Tennessee, United States Walmart Full time

    Job OverviewAs a Front End Checkout associate at Walmart, you will be responsible for running our registers, smiling, greeting and thanking customers, ringing up items, processing payments, and maintaining a positive attitude. You will always be ready to help with customer questions and needs, which may require standing for long periods of time.Salary...


  • Memphis, Tennessee, United States Walmart Full time

    At Walmart, we are seeking a skilled Front End Checkout Associate to join our team. This role is perfect for individuals who enjoy interacting with customers and providing excellent service.Salary: $18 - $28 per hourWe offer a competitive hourly rate that meets or exceeds the required minimum wage in Memphis, TN. In addition to your base pay, you may be...


  • Memphis, Tennessee, United States Physician Empire Full time

    We are seeking a seasoned Physician Leader to join our team as an Associate Program Director for our Family Medicine residency program at a leading Tertiary Care Center in Tennessee. This is an exceptional opportunity to shape the future of medical education and contribute to the growth of our esteemed institution.About the Role:As an Associate Program...


  • Memphis, Tennessee, United States DoorDash Full time

    Unlock your earning potential as a Ride-Sharing Delivery Associate with DoorDash. With the flexibility to set your own hours and choose where you want to work, you can achieve your financial goals by delivering in your local area or while traveling.About DoorDashDoorDash is a leading on-demand logistics company that connects local businesses and drivers with...


  • Memphis, Tennessee, United States Enterprise Medical Recruiting Full time

    Job Title: Lead Physician for Family Medicine GME Associate Program in Memphis TNAbout the OpportunityA financially stable, integrated healthcare system in Memphis, Tennessee is seeking an experienced physician to lead its Family Medicine Graduate Medical Education (GME) Associate Program. The successful candidate will be a board-certified family medicine...


  • Memphis, Tennessee, United States Kelly Services Inc Full time

    **Job Title:** Accountant**Location:** Memphis, TN 38120**About the Job:**We are seeking a skilled Accountant to join our team at Assurant's Commercial Equipment office in Memphis, Tennessee. As an Associate Accountant, you will perform accounting duties in support of the growing needs of the accounting team.**Key Responsibilities:**Perform accounting...


  • Memphis, Tennessee, United States Raymond James Full time

    About the RoleAs an Operations Team Lead with Raymond James in Memphis, TN, you will play a critical leadership role in overseeing the daily operations of our department. This position requires a high level of expertise in financial services and operations management, as well as excellent communication and interpersonal skills.Key ResponsibilitiesPartner...


  • Memphis, Tennessee, United States Baptist Memorial Full time

    Job Summary:We are seeking an experienced Data Reporting Analyst to join our Enterprise Reporting Analytics team at Baptist Memorial Health Care. This is a full-time position located in Memphis, TN.About the Role:As a Data Reporting Analyst, you will be responsible for conducting data analysis to support various analytic solutions. You will capture, develop,...