Inheritance & Asset Transfer Specialist

Russell Tobin; South Jordan (UT); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading financial services organization in South Jordan, UT, seeks a Financial Representative (CSR) to support customers through inheritance and asset transfer processes. Candidates should have over 3 years in customer service, especially in banking or financial services, and strong communication skills. This role involves resolving inquiries, managing requests efficiently, and ensuring compliance with procedures. Join a reputable team focused on providing high-quality service and guidance during sensitive financial transitions.

Qualifications

• 3+ years of experience in customer service, banking, or financial services.
• Experience supporting client or customer accounts preferred.
• Knowledge of financial accounts, retirement plans, or asset transfers is a plus.
• Ability to manage multiple requests in a fast-paced environment.

Responsibilities

• Provide dedicated support to customers throughout the inheritance and asset transfer process.
• Communicate with customers via phone and email with professionalism, empathy, and transparency.
• Process and follow up on customer service requests to ensure timely completion.
• Set clear expectations and provide consistent updates to customers and beneficiaries.

Skills

Customer service experience

Communication skills

Attention to detail

Organizational skills

Proficiency with Microsoft Office

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office Suite

Job description

A leading financial services organization in South Jordan, UT, seeks a Financial Representative (CSR) to support customers through inheritance and asset transfer processes. Candidates should have over 3 years in customer service, especially in banking or financial services, and strong communication skills. This role involves resolving inquiries, managing requests efficiently, and ensuring compliance with procedures. Join a reputable team focused on providing high-quality service and guidance during sensitive financial transitions.