Inheritance Operations Specialist — Client Support

Compunnel Inc.; South Jordan (UT); On-site; USD 28,929 - 30,307; Part time

Job summary

A financial services firm is seeking an entry-level client support representative in South Jordan, Utah. The role involves assisting clients during the inheritance process, ensuring compliance with financial regulations, and providing high-quality service. The ideal candidate will have a strong background in financial services, excellent communication skills, and familiarity with regulatory compliance. The position offers a pay range of $21.00 to $22.00 per hour.

Qualifications

• Strong background in financial services client support.
• Knowledge of estates, trusts, retirement accounts, and asset distribution processes.
• Familiarity with SEC/FINRA compliance regulations.

Responsibilities

• Serve as the dedicated point of contact for clients during inheritance processes.
• Guide beneficiaries with empathy and professionalism via phone and email.
• Process service requests and asset transfers with accuracy and timeliness.

Skills

Client support background

Knowledge of estates and trusts

SEC/FINRA compliance knowledge

Excellent communication skills

Proficiency in Microsoft Office Suite

Strong organizational skills

Job description

A financial services firm is seeking an entry-level client support representative in South Jordan, Utah. The role involves assisting clients during the inheritance process, ensuring compliance with financial regulations, and providing high-quality service. The ideal candidate will have a strong background in financial services, excellent communication skills, and familiarity with regulatory compliance. The position offers a pay range of $21.00 to $22.00 per hour.