About the role
About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.
Rate: $24.00/Hr
Job Description:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.
Rate: $24.00/Hr
Job Description:
- 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.
- 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)
- 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
- 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.