November 6, 2024

Hired by Matrix

South Jordan

CONTRACT

Estate & Inheritor Services Specialist

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
Onsite

Required:

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.

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).