Retirement / Estate & Inheritor Services - South Jordan, UT

We have this W2 Contract opportunity for an Estate & Inheritor Services with our Direct Financial Client in South Jordan, UT. Please let us know if this is something that interests you. Estate & Inheritor Services Location: South Jordan, UT Max Pay Rate: $24/hr W2 (No Benefits) Duration - 12 months + Education / Experience 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. Position Summary Estate & Inheritor Services is a specialized team within *** 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, Client 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. DUTIES And 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 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 Firm 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 Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65) Knowledge/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 *** systems and procedures Be self-motivated and able to work in a strong team and high activity environment. Thanks and Regards, Valerian D’Cunha Lenmar Consulting Inc (a Kellton Company) 185 Hudson Street, Suite 1440, Jersey City, NJ D: 201-484-0120 F: 201-946-1790 E: vdcunha@lenmarit.com