- 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
- 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