Estate & Inheritor Services

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. Position Type: ContractOnsite Required: 3-4 years of financial services experience, including client service interactions. Experience with estates, inheritance processing, trusts, retirement accounts, or asset transfers. Financial services experience required. 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. Be 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. Get in Touch: We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Sparsh at (862) 895-5696 to learn more. #HbM6349