Client Services Associate: Inheritance & Compliance

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

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.