Wealth Transfer & Inheritance Services Specialist

Hired by Matrix, Inc; Columbus (OH); On-site; USD 50,000 - 70,000; Part time

Job summary

Hired by Matrix, Inc in Columbus, Ohio is seeking an Estate & Inheritor Services Specialist. This on-site role involves providing dedicated support for clients throughout the inheritance process, leveraging strong interpersonal and communication skills.

The ideal candidate will have a college degree, 3-4 years of experience in financial services, and excellent organizational abilities. Responsibilities include managing client accounts, providing world-class service, and ensuring timely resolution of client inquiries.

Qualifications

• 3 - 4 years financial services industry experience preferred.
• Basic clerical and administrative skills.
• Ability to research and resolve problems and service inquiries.

Responsibilities

• Assist with the processing of client accounts during the inheritance process.
• Provide one-on-one support for clients throughout the inheritance process.
• Communicate with clients to provide high-quality service.

Skills

Effective written and verbal communication skills

Excellent interpersonal and client service skills

Organizational skills

Attention to detail

Strong computer skills including Microsoft Suite

Education

College degree preferred

Job description

Hired by Matrix, Inc in Columbus, Ohio is seeking an Estate & Inheritor Services Specialist. This on-site role involves providing dedicated support for clients throughout the inheritance process, leveraging strong interpersonal and communication skills.

The ideal candidate will have a college degree, 3-4 years of experience in financial services, and excellent organizational abilities. Responsibilities include managing client accounts, providing world-class service, and ensuring timely resolution of client inquiries.