Temp | Technical | Business Analyst II | Level 2(USD)
Temp | Technical | Business Analyst II | Level 2(USD)
Posted on :
20-06-2025
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1 Vacancy
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Job Description
Title: Temp Technical Business Analyst II Level 2(USD)
Location: Columbus OH 43219
Duration: 06 Months
Pay Rate: $21.00/- on W2
Roles and Responsibilities:
Estate & Inheritor Services is a specialized team within Brokerage 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 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.
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 in order 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 Brokerage 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/Client 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:
EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:
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 Suite. Basic knowledge of Brokerage systems and procedures Be self-motivated and able to work in a strong team and high activity 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 in order 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 Brokerage 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/Client 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:
EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:
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 Suite. Basic knowledge of Brokerage systems and procedures Be self-motivated and able to work in a strong team and high activity environment.
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Employment Type
Full Time
Key Skills
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