Wealth Management Inheritance Operations Analyst

Lenmar Consulting Inc; South Jordan (UT); On-site; USD 52,000 - 76,000; Full time

Job summary

Lenmar Consulting Inc. seeks a Wealth Management Operations Analyst to support inheritance processing, acting as a SME for wealth management clients and advisors.

The role involves coordinating with branches and internal teams, handling paperwork in a virtual environment, and ensuring service excellence throughout the inheritance lifecycle. The position requires 3-4 years in financial services, strong communication skills, and the ability to work in a fast-paced setting.

Qualifications

• 3-4 years’ financial services experience with client interactions and knowledge of estates.
• Familiarity with retirement plans, account opening, and asset distribution processes.
• Strong written and verbal communication; excellent follow-up and interpersonal skills.
• Ability to work in a fast-paced, high-volume environment.

Responsibilities

• Provide one-on-one client support throughout the inheritance process.
• Communicate with clients by phone or email to deliver service and empathy.
• Set expectations with clients per internal SLAs and ensure follow-up.
• Deliver world-class service to internal and external clients.
• Research and resolve problems with clients in a timely manner.
• Use systems to document all case interactions.
• Manage and monitor daily case load with technology.
• Apply firm verification policies to prevent identity theft.
• Keep current on SEC/Client/Compliance guidelines.
• Perform ad hoc duties as assigned.
• May require Series 7 and 66 (or 63 & 65).

Skills

Client service

Effective communication

Interpersonal skills

Attention to detail

Teamwork

Job description

Lenmar Consulting Inc. seeks a Wealth Management Operations Analyst to support inheritance processing, acting as a SME for wealth management clients and advisors.

The role involves coordinating with branches and internal teams, handling paperwork in a virtual environment, and ensuring service excellence throughout the inheritance lifecycle. The position requires 3-4 years in financial services, strong communication skills, and the ability to work in a fast-paced setting.