Beneficiary Services Specialist

At-a-Glance:

Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Beneficiary Services Specialist.

Position Type:

Contract

Onsite

Required:

• 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 Suite
• Basic knowledge of systems and procedures
• Be self-motivated and able to work in a strong team and high activity environment.
• 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
• College degree preferred
  
  
  

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 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
• Other ad hoc duties as assigned Additional requirements may include Series 7 and 66 required (or 63 & 65)
  
  
  

Get in Touch:

If you think you'd be a good match, submit your resume and reach out to Sparsh at (862) 895-5696 to learn more.

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