Client Service Associate

2 months ago


south jordan, United States US Tech Solutions Full time

Duration: 12 + Months contract


Job Description:

Estate & Inheritor Services is a specialized team within Client designed to assist with the processing of client accounts during the Inheritance process. The 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, 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.


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 in order 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 Client 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


Experience:

Additional requirements may include: Series 7 and 66 required (or 63 & 65) Education, Experience, Knowledge, And Skills: 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


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 Client systems and procedures

· Be self-motivated and able to work in a strong team and high activity environment.


Education:

· Degree Preferred



About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.


US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



Recruiter Details:

Name: Venkatesh

Email: Venkatesh.t@ustechsolutionsinc.com

Internal Id: 24-26080



  • South Jordan, United States US Tech Solutions Full time

    Duration: 12 + Months contractJob Description:Estate & Inheritor Services is a specialized team within Client designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter...


  • South Jordan, United States D.A. Davidson Full time

    Summary/Function We are currently seeking an exceptional individual to join a dynamic and high-producing team in our South Jordan, UT office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client,...

  • Client Service Expert

    2 weeks ago


    South Jordan, Utah, United States Russell Tobin Full time

    About the RoleWe are seeking a Client Service Expert to provide exceptional support to our clients. As a Client Service Expert, you will handle incoming calls regarding various service inquiries on accounts, responding with a high degree of accuracy and efficiency.The ideal candidate will have strong problem-solving skills, be able to work effectively in a...


  • South Bend, Indiana, United States Donovan Hawkes - State Farm Agent Full time

    About the RoleAs a Client Services Associate at Donovan Hawkes - State Farm Agent, you will be responsible for managing client accounts, processing insurance claims, and coordinating with underwriters. You will also assist clients with policy changes and inquiries, and provide exceptional customer service.RequirementsStrong organizational skills and...


  • South Jordan, Utah, United States Momentum Resource Solutions Full time

    Job Title: Client Service RepresentativeEstimated Salary: $65,000 - $80,000 per year.About Momentum Resource SolutionsMomentum Resource Solutions is a leading provider of client support services. Our team of professionals handles incoming phone calls regarding various service inquiries on Morgan Stanley accounts.Key Responsibilities:Respond to customer...


  • South Jordan, Utah, United States Randstad US Full time

    Randstad US is looking for a talented Client Service Representative to provide top-notch support to our clients. As a key member of our team, you will play a vital role in ensuring seamless client experiences.Your primary responsibilities will include handling phone calls and emails regarding client inquiries. You will need to respond promptly and...


  • South Jordan, Utah, United States SERVICE HERO CONSULTING LLC Full time

    Job OverviewWe are seeking a talented Client Success Strategist to join our team at Service Hero Consulting LLC. As an Account Relations Manager, you will play a pivotal role in building and maintaining strong client relationships.This position is ideal for a self-driven individual with excellent communication skills and a passion for marketing. You will be...


  • South Jordan, Utah, United States ASK Staffing Full time

    Job OverviewThis is an exciting opportunity for a Service Delivery Associate to work with a leading technology and professional services recruiting firm. As a key member of our team, you will be responsible for delivering top-notch customer support, ensuring client satisfaction and loyalty.


  • South Jordan, Utah, United States SERVICE HERO CONSULTING LLC Full time

    About the PositionWe are seeking a highly motivated and experienced Account Relations Manager to join our team at Service Hero Marketing. This role is ideal for individuals who excel in building strong client relationships, leading small teams, and driving business growth.Key Responsibilities:Develop and maintain strong relationships with clients,...


  • South Jordan, United States Russell Tobin Full time

    Job Opportunity: Customer Support Representative/Account Representative-Sr Location: South Jordan UT Pay Rate: $20-21.99/hour Work Schedule Overview: Remote Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks starting after the New Year. In-Office Experience: Once training is complete, your...


  • South Jordan, Utah, United States SERVICE HERO CONSULTING LLC Full time

    About UsService Hero Marketing is a dynamic and innovative marketing agency specializing in delivering exceptional service and results for our clients. We take pride in our commitment to excellence and creativity, and we are seeking a talented and motivated Account Relations Manager to join our growing team.This role offers a unique opportunity to build...

  • Retail Sales Associate

    7 months ago


    South Jordan, United States Elements Massage Full time

    Overview: If youre looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! Retail Sales Associates enjoy the following perks: Pay $14 - $18 per hour depending on experience Bonuses based on monthly conversion numbers A complimentary monthly massage at the...


  • South Jordan, Utah, United States Russell Tobin Full time

    About the RoleWe are seeking a skilled Support Specialist for Client Services to join our team in South Jordan, UT.The estimated annual salary for this position ranges from approximately $39,200 to $43,200, based on the location and industry standards.This is a contract role with a minimum duration of 6 months, with potential for extension. The ideal...


  • South Jordan, Utah, United States Russell Tobin Full time

    At Russell Tobin, we are seeking a highly skilled and professional Financial Services Representative to join our team in South Jordan, UT. This is a unique opportunity for a career-driven individual to grow with a reputable company.Compensation: The salary for this role ranges from $21/hour to $22/hour.Job Description:We are looking for an exceptional client...


  • South Jordan, Utah, United States CVS Health Full time

    Customer Service Associate - CVS HealthAt CVS Health, we are committed to delivering exceptional customer experiences. We are seeking a Customer Service Associate to join our team, providing top-notch service to our customers and driving business success.Main Responsibilities:Deliver personalized customer service, responding promptly to customer inquiries...

  • Senior Associate

    4 weeks ago


    South Jordan, United States JobRialto Full time

    Job Summary:The Senior Associate is responsible for processing incoming and outgoing paperwork, supporting client service associates and operational staff, and ensuring accurate documentation for client accounts. This role involves checking client documents for accuracy, communicating with clients about paperwork, and submitting forms for processing. The...

  • Associate Pharmacist

    2 weeks ago


    South Plainfield, New Jersey, United States Azend Pharma Full time

    About Azend PharmaAzend Pharma is a leading healthcare organization that provides innovative solutions for our clients. We are committed to delivering exceptional results and building long-term relationships with our clients. Our team is passionate about helping others succeed, and we believe that our clients are the backbone of our success.About the RoleWe...


  • South Jordan, United States Savers | Value Village Full time

    Description Job Title: Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used,...


  • South Jordan, Utah, United States Russell Tobin Full time

    Job SummaryWe are seeking a highly professional and career-driven individual to join our team as a Client Support Service Professional.As a key member of our service center, you will be responsible for handling incoming phone calls regarding various service inquiries on client accounts.The ideal candidate will possess excellent communication skills, a high...


  • South Jordan, Utah, United States Russell Tobin Full time

    Job OverviewRussell Tobin is seeking a skilled Client Support Specialist to join our team. In this role, you will be responsible for providing exceptional client support and handling incoming phone calls regarding various service inquiries on client accounts.The ideal candidate will have excellent communication skills, a high degree of accuracy, and the...