Client Services Associate

Compunnel Inc.; South Jordan (UT); On-site; USD 27,552 - 30,610; Part time

Job summary

A financial services company is seeking a specialist to support the Beneficiary Services team in South Jordan, UT. Responsibilities include client support during the inheritance process, asset transition coordination, and ensuring regulatory compliance. The ideal candidate will have 3–4 years of experience in financial services, strong communication skills, and be proficient in Microsoft Office. Compensation ranges from $20.00/hr to $22.22/hr.

Qualifications

• 3–4 years of financial services experience preferred.
• Series 7 and 66 licenses preferred (or 63 & 65).

Responsibilities

• Provide one-on-one client support during the inheritance process.
• Process service requests and maintain accurate case records.
• Ensure compliance with SEC/FINRA regulations.
• Verify identity to prevent fraud.
• Coordinate with internal departments in a virtual branch setting.

Skills

Client service

Communication

Problem-solving

Microsoft Office proficiency

Tools

Microsoft Office

Job description

Overview

The role supports the Beneficiary Services team, handling client accounts during the inheritance process. Responsibilities include asset transition coordination, client support, and compliance oversight. The specialist will work closely with internal teams and clients to process documentation, resolve inquiries, and ensure regulatory alignment.

Key Responsibilities

• One-on-one client support throughout inheritance/beneficiary process
• Process service requests and maintain accurate case records
• Ensure compliance with SEC/FINRA regulations
• Prevent fraud through identity verification
• Coordinate with internal departments in a virtual branch setting

Qualifications

• 3–4 years of financial services experience preferred
• Strong client service, communication, and problem-solving skills
• Proficient in Microsoft Office
• Series 7 and 66 licenses preferred (or 63 & 65)

Seniority level

• Associate

Employment type

• Contract

Job function

• Administrative and Other

Industries

• Banking, Investment Banking, and Financial Services

Base pay range: $20.00/hr - $22.22/hr

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