Client Beneficiary Services Associate

Responsibilities

• Support customers by providing guidance, education, and necessary information to re-register assets upon the death of an account holder
• Opening, processing, and resolving estate cases that are part of your case work and queue
• Work closely with additional business partners in Legal, Tax & Retirement, Maintenance Operations, Estate Operations, Principal Review and New Account Operations to resolve estate cases
• Communicate with customers via telephone, email, and secure message regarding open estate case(s) and case requirements
• Make outbound calls to customers to communicate updated case information and/or additional case requirements
• Service inbound call inquiries from customers regarding active and new estate cases

Qualifications

• Expert ability to remain calm and communicate with professionalism in a volatile business environment with minimal supervision
• Outstanding oral and written communication skills
• A positive and professional customer service attitude
• Action oriented mindset with a demonstrated ability to remain focused to meet or exceed production goals
• Complete understanding of the securities industry and a thorough understanding of advanced product information
• Exceptional experience, knowledge, and skill demonstrated with a high level of performance in current job assignment
• Demonstrated knowledge of E*TRADE policies and procedures