Highlights
Responsibilities: Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. 3 - 4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.
Numbers & Facts
| Location | South Jordan, UT |
| Industry | Staffing/Employment Agencies |
| Salary | $24 Per Hour |
| Company Size | 100 to 499 employees |
| Website | http://www.hiredbymatrix.com |
Description
At-a-Glance:
Are you ready to build your career by joining a global financial institution? If so, our client is hiring an Estate & Inheritor Services Specialist.Position Type:
- Contract
- On-Site
- Education and Experience:
- College degree preferred.
- 3 - 4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.
- Knowledge/Skills:
- Basic clerical and administrative skills.
- Effective written and verbal communication skills.
- Excellent interpersonal and client service skills.
- Organizational skills, attention to detail and excellent follow up skills.
- Ability to research and resolve problems and service inquiries and escalate when appropriate.
- Ability to efficiently handle a high volume of requests in a fast-paced environment.
- Strong computer skills including Microsoft Suite.
- Basic knowledge of systems and procedures.
- Be self-motivated and able to work in a strong team and high activity environment.
- Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers.
- Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
- Duties and Responsibilities:
- Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
- Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
- Process & follow up client service requests to ensure completion in a timely manner
- Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
- Provide world class customer service to both internal and external clients in all interactions
- Research and resolve problems with both internal and external clients accurately and in a timely manner
- Leverage systems and ensure all case interactions are appropriately entered and documented
- Actively manage, monitor, and document daily case load by utilizing various technology resources
- Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
- Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
- Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65)
If you think you'd be a good match, submit your resume and reach out to Ankit at (201) 377-5090 to learn more.
#LI-VK1
#HbM6349
About Company
We believe in putting people together for the right reasons. Getting you a great job that makes you feel fulfilled in your career. Finding the perfect candidate to help you achieve business success.
Whether you are looking for the best candidate for your company or searching for your next career move, we are dedicated to making sure you thrive. We take your needs personally and have a variety of services to ensure you reach your goals. We listen to the needs of our clients and candidates and then thoughtfully match the right person with the right job. When people come together doing what they love success is guaranteed and partnerships last.
Similar Jobs
- YES! AIR CONDITIONING HEATING PLUMBING ELECTRIC
HVAC Sales Professional / Bilingual Spanish
- Provo, UT