Decedent Solutions Associate in St. Petersburg, FL at honor foundations

Job Requirements

Knowledge, Skills, and Abilities
Knowledge of
Operations and New Account systems.
Basic customer operations and the financial industry.
Basic accounting concepts and principles.
Basic investment concepts, practices and procedures used in the securities industry and as required New Accounts

Skill in
Detail orientation and flexibility sufficient to handle medium volume of phone calls requiring quick analytical and supportive responses.
Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.
Identifying and resolving operational issues.
Numerical aptitude and critical thinking sufficient to solve operational problems.
Analyzing operational processes and identifying opportunities for improvement.
Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication.

Ability to
Organize and prioritize workload to meet deadlines
Multitask to handle phones and processing.
Use independent judgment on a variety of issues.
Work constructively under stress and pressure when faced with high volume and deadlines.
Provide courteous, timely service when addressing client issues and transactions.
Use good judgment in responding to a variety of client issues.
Competently analyze and prioritize information to make appropriate recommendations
Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
Participate in on the job training and other learning activities to develop knowledge and understanding of FINRA, state and other regulatory agency rules and regulations regarding client accounts.
Take an active part in the training and development of new associates.
Review, understand and interpret legal documentation
Adhere to a schedule.
Adhere to a schedule.
Work overtime periodically.
Organize and prioritize workload to meet deadlines.
Multitask to handle phones and processing.
Use independent judgment on a variety of issues.
Work constructively under stress and pressure when faced with high volume and deadlines.
Provide courteous, timely service when addressing client issues and transactions.
Use good judgment in responding to a variety of client issues.
Competently analyze and prioritize information to make appropriate recommendations
Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
Participate in on the job training and other learning activities to develop knowledge and understanding of FINRA, state and other regulatory agency rules and regulations regarding client accounts.
Take an active part in the training and development of new associates.
Review, understand and interpret legal documentation

Education/Previous Experience
High School Degree or equivalent with at least two (2) years of customer service experience. Experience in a contact center environment and college degree preferred. OR ~
Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications
None required.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm%26#39s 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