| Location | South Jordan, UT |
Location: South Jordan, UT
Duration: 12-month contract
Pay Rate: $24/hr W2
Interview: One round of onsite interview
Work Arrangement: Primarily onsite initially
Seeking a Beneficiary Services Specialist to support clients through the inheritance and asset transfer process within Wealth Management. The role involves managing client requests, processing estate-related documentation, coordinating with internal teams, and ensuring accurate, timely, and empathetic client service.
Guide clients and beneficiaries through inheritance, legacy transfers, and asset distribution processes.
Communicate proactively with clients via phone and email, providing clear updates and setting expectations.
Process client service requests, verify documentation, and ensure timely follow-up.
Research and resolve account-related issues while maintaining accurate case records.
Collaborate with financial advisors, branch teams, and internal departments to facilitate account transfers.
Follow identity verification procedures and comply with SEC, Client, and internal risk management policies.
3–4 years of financial services experience, preferably in wealth management, brokerage, or client services.
Knowledge of estate accounts, trusts, retirement plans, account opening, and asset distribution.
Strong communication, organizational, problem-solving, and customer service skills.
Proficiency in Microsoft Office and strong computer skills.
Preferred: College degree.
Licensing: Series 7 and Series 66, or Series 63 and Series 65, may be required.