Retirement / Estate & Inheritor Services - South Jordan, UT

About the role

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 manage the transition of assets for individual clients, 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. The role involves working closely with branches and internal departments, providing support through various internal applications, and processing paperwork in a virtual branch environment. This is a W2 contract position located in South Jordan, UT, with a maximum pay rate of $24/hr and a duration of 12 months+.

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
• Processing and following up client service requests to ensure completion in a timely manner
• Setting appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensuring consistent follow-up
• Providing world-class customer service to both internal and external clients in all interactions
• Researching and resolving problems with both internal and external clients accurately and in a timely manner
• Leveraging *** systems and ensuring all case interactions are appropriately entered and documented
• Actively managing, monitoring, and documenting daily case load by utilizing various technology resources
• Applying firm verification policies for all clients to avoid identity theft and fraudulent activity
• Keeping current on SEC/Client, Compliance and Firm guidelines and applying to processing and all interactions to ensure risk mitigation
• Performing other ad hoc duties as assigned

Requirements

College degree preferred; 3-4 years of financial services industry experience preferred, including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.

Qualifications

• Series 7 and 66 required (or Series 63 & 65)

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
• Self‑motivated and able to work in a strong team and high activity environment

Benefits

W2 contract; no benefits offered.

Pay

Maximum pay rate: $24/hr.