Service Associate, Inheritance

Registered Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality / high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

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 :

Educational / Previous Experience Requirements :

Licenses / Certifications :

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to : grow professionally and inspire others to do the same; work with and through others to achieve desired outcomes; make prompt, pragmatic choices and act with the client in mind; take ownership and hold themselves and others accountable for delivering results that matter; contribute to the continuous evolution of the firm.

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.