Retirement Estate Inheritor Services Max 24hr W2

Lenmar Consulting Inc.; South Jordan (UT); On-site; USD 55,000 - 75,000; Full time

Job summary

Lenmar Consulting Inc. in Utah is seeking an Estate & Inheritor Services Specialist to manage asset transfers for individual clients.

You will serve as a subject matter expert for Wealth Management Clients, Financial Advisors, Client Service Associates and Branch Management to facilitate inheritance and legacy transfers in a virtual environment. The role requires strong client service skills, knowledge of estates, trusts, and retirement plans, and the ability to work with internal departments,

Qualifications

• College degree preferred; 3–4 years in financial services with client service experience.
• Knowledge of estates, trusts, and retirement plans.
• Experience handling inheritance processing and asset transfers.
• Ability to coordinate with Wealth Management and Branch teams.

Responsibilities

• Provide one-on-one support to clients throughout the inheritance process.
• Communicate with clients by phone or email to deliver high-quality service.
• Process and follow up on service requests to ensure timely completion.
• Set expectations with clients and beneficiaries per internal SLAs.
• Enter and document case interactions in firm systems and monitor daily workload.
• Ensure compliance with verification policies to mitigate risk.

Skills

Client service

Estate planning

Trusts

Retirement plans

Account opening

Asset distribution

Relationship management

Education

College degree preferred

Tools

Internal systems

Job description

Job Description

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.

Estate & Inheritor Services is a specialized team within *** designed to assist with the processing of client accounts during the Inheritance process. The 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/Client, 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)

Qualifications:

Additional Information

All your information will be kept confidential according to EEO guidelines.