Job title: Brokerage Specialist
Location: Columbus, OH
Duration: 12 months contract
Pay rate: $21.50/hr W2
· Role Overview: Supports inheritance processes for Brokerage Wealth Management clients, serving as a subject matter expert and managing asset transitions for beneficiaries.
· Client Interaction: Provides personalized, one-on-one support to clients and beneficiaries, demonstrating empathy and effective relationship management.
· Communication: Maintains proactive communication via phone and email to ensure transparency and high service quality throughout the inheritance process.
· Request Processing: Handles client service requests efficiently, sets realistic expectations, and ensures timely completion in accordance with service level agreements.
· Customer Service: Delivers exceptional service to internal and external clients, resolving issues accurately and promptly.
· Documentation & Systems Use: Utilizes internal systems to document all interactions and manage daily caseloads effectively.
· Compliance & Risk Mitigation: Applies firm policies, especially around verification and compliance, to prevent fraud and meet regulatory requirements.
· Collaboration: Works closely with branches and internal departments in a virtual branch setting to ensure smooth operations.
· Qualifications: Preferably holds a college degree with 3–4 years of experience in financial services, especially in estates, trusts, and retirement plans.
· Skills Required: Strong communication, problem-solving, organization, and technical skills; must thrive in a high-volume, team-oriented environment.