Estate & Inheritor Services Specialist

Creative Solutions Services, LLC; South Jordan (UT); On-site; USD 50,000 - 70,000; Full time

Job summary

Creative Solutions Services, LLC seeks an Estate & Inheritor Services Specialist to support wealth management clients through inheritance and legacy transfers. This on-site contract in Utah requires collaboration with advisors, branches, and internal teams to ensure precise processing of assets and documentation.

You will manage client communications, apply firm policies, and coordinate across departments to deliver timely, compliant service in a high-activity environment.

Qualifications

• College degree preferred.
• 3-4 years financial services experience including client service, estates, trusts, and retirement plans.
• Experience with asset distribution processes and account opening.
• Ability to research and resolve client service inquiries in a fast-paced environment.
• Strong written and verbal communication; high attention to detail.

Responsibilities

• Manage asset transitions for individual clients as SME for wealth management.
• Coordinate with branches and internal departments using various applications.
• Provide one-on-one client support throughout inheritance process via phone/email.
• Set expectations with clients and beneficiaries in line with SLAs and follow-up.
• Deliver world-class service to internal and external clients in all interactions.
• Research and resolve problems with clients accurately and promptly.
• Document case interactions and maintain daily load using technology resources.
• Apply firm verification policies to prevent identity theft and fraud.
• Stay current on SEC/FINRA and firm guidelines; ensure risk mitigation.
• Ad hoc duties; Series 7 and 66 required (or 63 & 65).

Skills

Clerical skills

Communication skills

Interpersonal skills

Organizational skills

Attention to detail

Problem solving

High-volume handling

Microsoft Office

Systems knowledge

Teamwork

Education

College degree preferred

Tools

Microsoft Office

Job description

Are you ready to build your career by joining a global financial institution? If so, our client is hiring an Estate & Inheritor Services Specialist.

At-a-Glance:

Position Type:

• Contract
• On-Site

Required:

• Education and Experience:
  • 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.
• 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 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:

• Estate & Inheritor Services Specialist will be responsible for 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.
• Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
• Duties and Responsibilities:
  • 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
  • Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65)