Beneficiary Services Analyst
South Jordan, UT
Onsite - In office 5X a week
Interview will be in-person & zoom
Rate : $22.22 / hr W2 without Benefits
Note :
- 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
Role :
Beneficiary Services is a specialized team from Brokerage designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert from Brokerage 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 :
Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skillsProactively 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 mannerSet appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-upProvide world class customer service to both internal and external clients in all interactionsResearch and resolve problems with both internal and external clients accurately and in a timely mannerLeverage Brokerage systems and ensure all case interactions are appropriately entered and documentedActively manage, monitor, and document daily case load by utilizing various technology resourcesApply Firm verification policies for all clients to avoid identity theft and fraudulent activityKeep current on SEC / Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigationOther ad hoc duties as assigned Additional requirements may include : Series 7 and 66 required (or 63 & 65)Knowledge / Skills :
Basic clerical and administrative skillsEffective written and verbal communication skillsExcellent interpersonal and client service skillsOrganizational skills, attention to detail and excellent follow up skillsAbility to research and resolve problems and service inquiries and escalate when appropriateAbility to efficiently handle a high volume of requests in a fast paced environmentStrong computer skills including Microsoft SuiteBasic knowledge of Brokerage systems and proceduresBe self-motivated and able to work in a strong team and high activity environment.