- Raymond James Financial, Inc. (Memphis, TN)
- …Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients. Although we operate as a home office ... **Essential Duties and Responsibilities:** * Process documents and forms for inheritance related accounts. * Answer calls from beneficiaries, trustees, or executors… more
- US Tech Solutions (South Jordan, UT)
- …Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely ... assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will...email in order to provide a high level of service , transparency, and empathy to clients and beneficiaries +… more
- Morgan Stanley (Columbus, OH)
- …team as an Associate in Operations to provide operational and customer service support to Morgan Estate and Inheritor Services team by assisting with clients ... accounts during the inheritance process. In the Operations division, we partner with...client relationships. This is a Professional position at the Associate level within Client Service & Relationship… more