> Markdown version of [/jobs/ext/2534973-associate-decedent-solutions](https://www.wearedevelopers.com/jobs/ext/2534973-associate-decedent-solutions). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Associate, Decedent Solutions - **Company:** Raymond James Financial, Inc. - **Location:** Memphis, TN, United States - **Contract:** Permanent contract - **Skills:** Microsoft Access, Microsoft Word, Microsoft Excel, Data Analysis, Microsoft Outlook, Spreadsheets, Enterprise Software Applications - **Published:** August 20, 2026 - **Apply:** https://dejobs.org/x/x/9D7E811CBEF44C1F8BD755636795A0E2/job/ ## About the Role * Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines. * Problem solving and analytical skills sufficient to assess client issues and accurately provide resolutions. * Operating call center software applications. * Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations. * Acquire and maintain new knowledge in an ever changing regulatory environment. * Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. ## Description * Processes financial transactions accurately. * Assist with various requests for information, referring more complex matters to colleagues. * Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary. * Carry out standard customer service activities and handle simple customer inquiries. * Maintain files and records. * Organize own work schedule each day in line with changing priorities. * Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. * Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Knowledge of: * General office practices and procedures. * Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets., * Supports business processes by effective use of standard office equipment and standard software packages. * Develop appropriate plans or perform necessary actions based on recommendations and requirements. * Make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. * Navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. * Plan, organize, prioritize and oversee activities to efficiently meet business objectives. * Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. * Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. * Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations. * Meet high customer service standards. * Understand and effectively operate all customer management systems. * Perform elementary data analysis for use in reports to help guide decision making. * Select, deploy and get the best results from the most appropriate office system. ## Related Videos - [Developing the Rich Text Editor for DeepL.com](https://www.wearedevelopers.com/videos/1172-developing-the-rich-text-editor-for-deepl-com) - [Data Science in Retail](https://www.wearedevelopers.com/videos/586-data-science-in-retail) - [Launching a marketplace on-time: A lesson in taking shortcuts using spreadsheets!](https://www.wearedevelopers.com/videos/477-launching-a-marketplace-on-time-a-lesson-in-taking-shortcuts-using-spreadsheets) - [Best practices: Building Enterprise Applications that leverage GenAI](https://www.wearedevelopers.com/videos/1513-best-practices-building-enterprise-applications-that-leverage-genai) - [The Innovation Formula: Fast Prototyping, Data Analysis, and Real User Insights](https://www.wearedevelopers.com/videos/1421-the-innovation-formula-fast-prototyping-data-analysis-and-real-user-insights) - [From Global Capability Centers to AI-Powered Command Centers](https://www.wearedevelopers.com/videos/100096-from-global-capability-centers-to-ai-powered-command-centers) ## Related Articles - [What Are The Top Skills Required For Azure Developers?](https://www.wearedevelopers.com/magazine/77-what-are-the-top-skills-required-for-azure-developers) - [Everything a Developer Needs to Know About MCP with Neo4j](https://www.wearedevelopers.com/magazine/604-everything-a-developer-needs-to-know-about-mcp-with-neo4j) - [Coffee with Developers - Maria Apazoglou - Making AI understandable for all in production](https://www.wearedevelopers.com/magazine/475-coffee-with-developers-maria-apazoglou-making-ai-understandable-for-all-in-production) - [7 Important Tips That Every Software Developer Should Know](https://www.wearedevelopers.com/magazine/101-7-important-tips-that-every-software-developer-should-know) - [Dev Digest 176: Expensive Agents, Taking Over VSCode and Safer Vibe Coding](https://www.wearedevelopers.com/magazine/603-dev-digest-176-expensive-agents-taking-over-vscode-and-safer-vibe-coding) - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk)