Jobs in Utah 2026 (Now Hiring) - Smart Auto Apply
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Estate & Inheritor Services Specialist
$24 - $24 / hour
Posted 2 weeks ago
Certified Nurse Assistant (Cna) Part Time Swing-Shift
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Insurance Agent
$25,000 - $80,000 / year
Posted 30+ days ago

Liquid Biopsy Sales Specialist, Utah
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Systems Engineering - Cleared Contractor - L4
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Service Technician
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Assistant General Manager
$625 - $625 / week
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Manufacturing Machine Operator - Nights
Posted 1 day ago
Freezer Meal Bagging Team Member
$16 - $18 / hour
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Licensed Real Estate Broker
$89,000 - $107,000 / year
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Night Crew Member _
$13 - $13 / hour
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Houseperson / Bellhop 26'-27' Season
$13 - $20 / hour
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Certified Nurse Assistant (Cna) Part-Time Nights
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Avionics Radar & Electronic Warfare Systems Engineering F-16 - 13
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(10C) Technology Consultant
$70,000 - $95,000 / year
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Janitorial I
Posted 30+ days ago
Yard Associate
$16 - $16 / hour
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Java Microservices Developer/Jr Data Analyst
$95,000 - $154,000 / year
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Substitute Classroom Associate
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Recruiter On Site Bilingual
Posted 2 weeks ago

Estate & Inheritor Services Specialist
$24 - $24 / hour
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Overview
Job Description
- 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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Submit 10x as many applications with less effort than one manual application.
