Estate & Inheritor Services Specialist
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Overview
Remote
On-site
Compensation
$24-$24/hour
Job 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)
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FAQs About Estate & Inheritor Services Specialist Jobs at Hired by Matrix
What is the work location for this position at Hired by Matrix?
This job at Hired by Matrix is located in South Jordan, UT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Hired by Matrix?
Candidates can expect a pay range of $24–$24 per hour for this role.
What employment applies to this position at Hired by Matrix?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Hired by Matrix?
You can apply for this role at Hired by Matrix either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.