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Job description
Job Description
nCollege 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.
nEstate & Inheritor Services is a specialized team within *** designed to assist with the processing of client accounts during the Inheritance process. The 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.
nDUTIES and RESPONSIBILITIES:
n• Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
n• Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
n• Process & follow up client service requests to ensure completion in a timely manner
n• Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
n• Provide world class customer service to both internal and external clients in all interactions
n• Research and resolve problems with both internal and external clients accurately and in a timely manner
n• Leverage *** systems and ensure all case interactions are appropriately entered and documented
n• Actively manage, monitor, and document daily case load by utilizing various technology resources
n• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
n• Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
n• Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65)
nnQualifications:
Additional Information
nAll your information will be kept confidential according to EEO guidelines.
Worksite address
south jordan, UT, 84095, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.