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Added 5 hours ago
VP, Cross Border/International Strategy
Raymond James Financial, Inc.
Saint Petersburg, FL
Cross-Border Gatekeeping: · Coordinate review by the Cross Border Jurisdictional team and relevant Legal, Compliance, Risk, Tax, Operations, and other subject-matter experts
Added 1 day ago
Senior Executive Assistant to the CEO and Chief of Staff
Raymond James Financial, Inc.
FL
Added 1 day ago
2027 Spring Associate – Alternative Investments Due Diligence – St. Petersburg, FL
Raymond James Financial, Inc.
Saint Petersburg, FL
Added 2 days ago
Sr Associate Communications Manager
Raymond James Financial, Inc.
Saint Petersburg, FL
Added 4 days ago
Senior Registered Client Service Associate
Raymond James Financial, Inc.
Saint Louis, MO
Added 5 days ago
2027 Clark Capital Mentoring/Internship Program
Raymond James Financial, Inc.
Philadelphia, PA
Added 5 days ago
Senior Registered Client Service Associate
Raymond James Financial, Inc.
Saint Louis, MO
Added 6 days ago
Branch Seasonal Associate - Fenton, MI 3JK
Raymond James Financial, Inc.
Fenton, MI
Added 7 days ago
Financial Advisor Trainee (Frisco, TX)
Raymond James Financial, Inc.
Frisco, TX
Added 7 days ago
Senior Manager, HR Transformation - Workday PM/BA
Raymond James Financial, Inc.
Jefferson City, MO
Added 7 days ago
Sr. Manager, Asset Management - Renewable Energy Investments (St. Louis or St. Pete)
Raymond James Financial, Inc.
Saint Louis, MO
Added 7 days ago
Financial Modeling & Analysis Associate
Raymond James Financial, Inc.
Saint Louis, MO
Added 7 days ago
VP of Investor Relations
Raymond James Financial, Inc.
Saint Louis, MO
Added 7 days ago
Senior Client Service Associate
Raymond James Financial, Inc.
Birmingham, MI
Added 7 days ago
Sr. Administrative Assistant (Boston)
Raymond James Financial, Inc.
Boston, MA
Added 9 days ago
Muti- Trade Technician
Raymond James Financial, Inc.
Saint Petersburg, FL
Added 9 days ago
RJ
Part-Time Practice Marketing Associate - Washington, D.C.
Raymond James Financial, Inc.
Washington, DC
- Part-time
Added 12 days ago
Sr. Client Service Associate-Franklin, TN
Raymond James Financial, Inc.
Franklin, TN
Added 12 days ago
2027 Investment Banking Analyst I Health Care New York, NY
Raymond James Financial, Inc.
New York, NY
Added 12 days ago
Associate Financial Advisor
Raymond James Financial, Inc.
Jackson, MI
Added 13 days ago
Transitions Onboarding Associate
Raymond James Financial, Inc.
Saint Petersburg, FL
Added 13 days ago
Data Management & Reporting Specialist
Raymond James Financial, Inc.
Saint Petersburg, FL
Must have experience with Excel at an advanced level including knowledge of formulas, pivot tables, and macros
Added 13 days ago
Manager, Risk Management Control Assurance
Raymond James Financial, Inc.
Saint Petersburg, FL
Added 13 days ago
Real Estate Trust Associate
Raymond James Financial, Inc.
Saint Petersburg, FL
Added 14 days ago
Registered Client Service Associate - Hunt Valley, MD
Raymond James Financial, Inc.
Hunt Valley, MD

Closed listing

Raymond James Financial, Inc.

Decedent Solutions Associate

Memphis, TN, United States

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Posting language: English
Posted: Nov 6, 2026

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Original job description

Archived listing. The details below describe a past opening.

Responsibilities:

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.

Skills :

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.
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.

About employer

More about this job

Skills

Customer service
Coaching
Microsoft Word
Microsoft Access
Microsoft Excel
Microsoft Outlook
Time management
Meet deadlines
Problem solving
Analytical skills
Circulate information
Business processes
Office equipment
Monitor activities
Data analysis
Decision making

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