finance support.

Hey Are you interested in advancing your career with one of the oldest and largest Financial Institutions in the United States? Our client is a Fortune 500 Financial Services Company and they are hiring! Job Description: Estate & Inheritor Services is a specialized team within company's 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 company's 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 • 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 • Keep current on SEC/FINRA, 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) 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

salary: $22.21 - $22.22 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

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 company's 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/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation




Skills

Finance

Financial Analysis

Customer support

Qualifications

Years of experience: 2 years

Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

This posting is open for thirty (30) days.