Job Description

Beneficiary Services is a specialized team within Brokerage 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 Brokerage 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.

EDUCATION and or EXPERIENCE:
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

Knowledge/Skills:
Basic clerical and administrative skills.
Effective written and verbal communication skills.
Excellent interpersonal and client service skills.
Organizational skills, attention to detail and excellent follow up skills.
Ability to research and resolve problems and service inquiries and escalate when appropriate.
Ability to efficiently handle a high volume of requests in a fast paced environment.
Strong computer skills including Microsoft SuiteBasic knowledge of E*TRADE from Brokerage systems and procedures.
Be self-motivated and able to work in a strong team and high activity environment.

Additional Information

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