Estate and Inheritor Services Specialist

Job Description

Job Summary:

The Estate and Inheritor Services Specialist supports Client Wealth Management clients and beneficiaries through the inheritance process. Acting as a Subject Matter Expert, this role provides empathetic and detailed support to clients, financial advisors, and internal teams by processing asset transitions, offering high-touch relationship management, and ensuring regulatory compliance. The position also requires a strong understanding of estate, trust, and retirement plan operations.

Job Responsibilities:

Serve as a dedicated point of contact for clients during the inheritance process

Communicate proactively via phone and email, ensuring transparency and empathy

Process and follow up on client service requests to ensure timely resolution

Set and manage client expectations in line with internal SLAs

Deliver world-class customer service to both internal and external stakeholders

Accurately research and resolve issues and service inquiries

Utilize internal systems to log, manage, and document case interactions

Actively monitor and manage daily case workload

Apply firm verification policies to mitigate fraud and identity theft risk

Remain compliant with SEC/FINRA and firm regulations in all interactions

Assist with other duties and ad hoc tasks as assigned

Required Skills:

Excellent verbal and written communication skills

Strong interpersonal and client service orientation

Attention to detail and excellent follow-up ability

Problem-solving skills with escalation awareness

Ability to handle a high volume of service requests efficiently

Effective time management and organizational skills

Strong computer skills including Microsoft Office Suite

Preferred Skills:

Familiarity with Client systems and procedures

Knowledge of estates, trusts, retirement plans, and asset distribution processes

Previous experience in account opening and client onboarding

Self-motivated with a team-oriented approach

Certifications:

Series 7 and 66 (or 63 & 65) – Required

Education:

Bachelor’s degree preferred

Company Description

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.

We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.

Full-time