Financial Support Specialist

Job title : Financial Support Specialist

Location : Columbus, OH

Duration : 12 months contract

Pay rate : $19.21 / hr W2

• Role Overview : Supports inheritance processes for Brokerage Wealth Management clients, serving as a subject matter expert and managing asset transitions for beneficiaries.
• Client Interaction : Provides personalized, one-on-one support to clients and beneficiaries, demonstrating empathy and effective relationship management.
• Communication : Maintains proactive communication via phone and email to ensure transparency and high service quality throughout the inheritance process.
• Request Processing : Handles client service requests efficiently, sets realistic expectations, and ensures timely completion in accordance with service level agreements.
• Customer Service : Delivers exceptional service to internal and external clients, resolving issues accurately and promptly.
• Documentation & Systems Use : Utilizes internal systems to document all interactions and manage daily caseloads effectively.
• Compliance & Risk Mitigation : Applies firm policies, especially around verification and compliance, to prevent fraud and meet regulatory requirements.
• Collaboration : Works closely with branches and internal departments in a virtual branch setting to ensure smooth operations.
• Qualifications : Preferably holds a college degree with 3–4 years of experience in financial services, especially in estates, trusts, and retirement plans.
• Skills Required : Strong communication, problem-solving, organization, and technical skills; must thrive in a high-volume, team-oriented environment.