Estate & Inheritor Services Specialist
Estate & Inheritor Services Specialist
Posted on :
10-09-2025
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1 Vacancy
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Job Description
Job Title: Estate & Inheritor Services Specialist
Location: Columbus OH 43218
Duration: 12 Months Extension
Pay Rate: $22/- on W2
POSITION SUMMARY:
- 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.
- 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 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: Series 7 and 66 required (or 63 & 65)
- 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
- 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
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