Estate & Inheritor Services Specialist

Hired by Matrix, Inc; Columbus (OH); On-site; USD 50,000 - 70,000; Part time

Job summary

Hired by Matrix, Inc in Columbus, Ohio is seeking an Estate & Inheritor Services Specialist. This on-site role involves providing dedicated support for clients throughout the inheritance process, leveraging strong interpersonal and communication skills.

The ideal candidate will have a college degree, 3-4 years of experience in financial services, and excellent organizational abilities. Responsibilities include managing client accounts, providing world-class service, and ensuring timely resolution of client inquiries.

Qualifications

• 3 - 4 years financial services industry experience preferred.
• Basic clerical and administrative skills.
• Ability to research and resolve problems and service inquiries.

Responsibilities

• Assist with the processing of client accounts during the inheritance process.
• Provide one-on-one support for clients throughout the inheritance process.
• Communicate with clients to provide high-quality service.

Skills

Effective written and verbal communication skills

Excellent interpersonal and client service skills

Organizational skills

Attention to detail

Strong computer skills including Microsoft Suite

Education

College degree preferred

Job description

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 elevate 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

• Specialized team designed to 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.

Duties

• 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.