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Operations Support
Operations SupporteTeam • South Jordan, UT, United States
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Operations Support

Operations Support

eTeam • South Jordan, UT, United States
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Job Description : Operations Support

Location : South Jordan UT

Duration : 12 Months Contract

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 / FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation

    • EDUCATION and or 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

    • 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.

    • Jack Crawford

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    Operation Support • South Jordan, UT, United States

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