Financial Support Jr.

5 days ago


South Jordan, United States Tailored Management Full time

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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