Estate & Inheritor Services

About the role

Are you ready to build your career by joining a global financial institution? Our client is hiring an Estate & Inheritor Services professional on a contract basis.

Position Type

Contract, onsite.

Requirements

• 3‑4 years of financial services experience, including client service interactions.
• Experience with estates, inheritance processing, trusts, retirement accounts, or asset transfers.
• Strong client service, communication, organization, and Microsoft Office 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.
• Basic knowledge of systems and procedures.
• Self‑motivated and able to work in a strong team and high activity environment.

Preferences

• College degree preferred.
• Demonstrated employment stability and a record of successfully completing prior assignments are strongly preferred.

Responsibilities

• Manage the transition of assets for individual clients as a Subject Matter Expert.
• Work closely with branches and other internal departments, providing support through various internal applications.
• Process paperwork in a virtual branch environment.
• Provide dedicated one‑on‑one support for clients throughout the inheritance process.
• Proactively communicate with clients by phone and/or email to provide high‑level service, transparency, and empathy.
• Process and follow up on client service requests to ensure timely completion.
• 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 caseload 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.

Contact

Submit your resume and reach out to Sparsh at (862) 895‑5696 to learn more.