Financial Support Jr.
5 days ago
Position Details
Job Title: Financial Support Junior
Shift: Standard Business
Interviews: TBD
Location: South Jordan, UT On-site
Pay Rate: $ 19.76
Contract Length: 12 Months
*Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*
Job Summary:
As an Estate & Inheritor Services Specialist, you will play a crucial role in assisting clients with the transition of their assets during the inheritance process. You will provide dedicated support to clients, financial advisors, and other stakeholders, ensuring a seamless and empathetic experience.
Key Responsibilities:
- Provide one-on-one support to clients throughout the inheritance process.
- Proactively communicate with clients to keep them informed and address their concerns.
- Process client service requests and ensure timely completion.
- Research and resolve issues related to asset transfers and distributions.
- Utilize Morgan Stanley systems to document and track case progress.
- Adhere to compliance and regulatory requirements.
- Collaborate with internal teams to ensure efficient processing.
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Financial Support Jr.
1 day ago
south jordan, United States Tailored Management Full timePosition Details Job Title: Financial Support Junior Shift: Standard Business Interviews: TBD Location: South Jordan, UT On-site Pay Rate: $ 19.76Contract Length: 12 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need* Job Summary:As an Estate & Inheritor Services Specialist, you will play a crucial role in...
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Financial Support Jr.
5 days ago
south jordan, United States Tailored Management Full timePosition Details Job Title: Financial Support Junior Shift: Standard Business Interviews: TBD Location: South Jordan, UT On-site Pay Rate: $ 19.76Contract Length: 12 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need* Job Summary:As an Estate & Inheritor Services Specialist, you will play a crucial role in...
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