Decedent Solutions Associate

The Decedent Solutions Associate supports internal teams and Financial Advisors in managing decedent accounts by researching and resolving escalated issues with care and precision. This role involves frequent interaction with internal stakeholders, requiring strong communication skills and attention to detail to deliver exceptional service during a critical time in the client lifecycle. The position follows a hybrid work schedule with three days per week in the office after an initial 60-day full-time in-office training period.