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# Decedent Solutions Associate

- **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:** November 8, 2026
- **Apply:** https://www.memphisjobforce.com/job.asp?id=3505236145&tx=KJ5959FFI&pt=1&aff=0B19D771-A501-4A5E-8338-2A822B784D54&utm_source=Job%20Feed&utm_medium=textkernel&utm_campaign=DE&utm_term=0B19D771-A501-4A5E-8338-2A822B784D54

## 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.