Wealth Management Operations Analyst

Lenmar Consulting Inc; Columbus (OH); On-site; USD 19,000 - 33,000; Full time

Job summary

Lenmar Consulting Inc. in Columbus, OH is seeking a detail-oriented Client Services Associate to support clients and beneficiaries through the inheritance process. You will handle inquiries by phone and email, document interactions, and coordinate with branches and internal teams.

This role requires strong communication, organization, and the ability to manage a daily caseload in a fast-paced environment while adhering to verification, compliance, and firm policies.

Qualifications

• Strong written and verbal communication skills.
• Excellent customer service and interpersonal skills.
• Strong organization, attention to detail, and follow-up skills.
• Ability to research and resolve problems accurately.
• Comfortable handling a high volume of requests in a fast-paced environment.
• Strong Microsoft Office skills.

Responsibilities

• Provide one-on-one support to clients and beneficiaries throughout the inheritance process.
• Communicate with clients by phone and email while providing a high level of service, transparency, and empathy.
• Process and follow up on client service requests to ensure timely completion.
• Set expectations regarding service timelines and follow up consistently.
• Research and resolve client service issues and escalate when appropriate.
• Work with branches and internal departments to coordinate requests.
• Use internal systems to manage cases and accurately document client interactions.
• Monitor and manage a daily caseload in a high-volume environment.
• Follow client verification, compliance, and fraud-prevention procedures.
• Maintain awareness of SEC, compliance, and firm policies.
• Assist with other operational and administrative duties as needed.

Skills

Communication skills

Customer service

Organization

Problem solving

Fast-paced work

Microsoft Office

Education

College degree

Tools

Microsoft Office

Job description

Location: Columbus, OH

Pay Rate: Up to $24/hr W2

Contract: 12 months

Responsibilities

• Provide one-on-one support to clients and beneficiaries throughout the inheritance process.
• Communicate with clients by phone and email while providing a high level of service, transparency, and empathy.
• Process and follow up on client service requests to ensure timely completion.
• Set expectations regarding service timelines and follow up consistently.
• Research and resolve client service issues and esaclate when appropriate.
• Work with branches and internal departments to coordinate requests.
• Use internal systems to manage cases and accurately document client interactions.
• Monitor and manage a daily caseload in a high-volume environment.
• Follow client verification, compliance, and fraud-prevention procedures.
• Maintain awareness of SEC, compliance, and firm policies.
• Assist with other operational and administrative duties as needed.

Qualifications

• College degree preferred.
• 3-4 years of financial services experience preferred.
• Experience with client service, wealth management, brokerage, banking, estates, trusts, retirement accounts, account opening, or asset distribution.
• Strong written and verbal communication skills.
• Excellent customer service and interpersonal skills.
• Strong organization, attention to detail, and follow-up skills.
• Ability to research and resolve problems accurately.
• Comfortable handling a high volume of requests in a fast-paced environment.
• Strong Microsoft Office skills.
• Ability to work independently while also collaborating effectively with a team.