Operations Specialist - Financial Services

Phaxis; South Jordan (UT); Hybrid; USD 30,000 - 33,000; Full time

Job summary

Phaxis is seeking Operations Specialists in South Jordan, UT for a hybrid role within a global financial institution. You will support the inheritance processing for client accounts, act as a SME for wealth management clients and advisors, and collaborate with branches and internal teams to ensure accurate processing in a virtual environment.

The role emphasizes proactive client communication, meticulous case management, and adherence to firm and SEC guidelines to mitigate risk.

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 Client 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/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation. Other ad hoc duties as assigned.

Job description

A global financial institution is looking to hire several Operations Specialists to join their team in South Jordan, UT (hybrid position).

Pay: $22-$24/hr

Position Summary

Beneficiary Services is a specialized team within Client designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Client 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 Client 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/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation. Other ad hoc duties as assigned.