Estate & Inheritor Services Specialist

At-a-Glance:

Are you ready to build your career by joining a global financial institution?  If so, our client is hiring an Estate & Inheritor Services Specialist.

Position Type:

• Contract
• On-Site

Required:

• 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.

Responsibilities:

• Estate & Inheritor Services Specialist will assist with the processing of client accounts during the inheritance process.
• 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.
• 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 verification policies for all clients to avoid identity theft and fraudulent activity.
• Keep current on SEC/Client, Compliance and guidelines and apply to processing and all interactions to ensure risk mitigation.