Estate & Inheritor Services Specialist

2 weeks ago

South Jordan, Utah, United States Hired by Matrix, Inc Full time $60,000 - $120,000 per year

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

Required:

  • 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.
  • 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.

Responsibilities:

  • Assist with the processing of client accounts during the Inheritance process.
  • 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.
  • Work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
  • 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 verification policies for all clients to avoid identity theft and fraudulent activity.
  • Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation.

Get in Touch:
If you think you'd be a good match, submit your resume and reach out to Shivam at to learn more.

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