Estate & Inheritor Services Specialist

Job Description

Position Type:

Contract

Onsite

Required:

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.

College degree preferred.

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.

Responsibilities:

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 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.Company Description

Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.