Beneficiary Services Analyst (Max $22/hr W2)

Lenmar Consulting Inc. • South Jordan, UT

1d • Onsite

About The Position

This role is within the Finance department and focuses on beneficiary services. The analyst will be responsible for handling client service interactions, understanding financial products like estates, trusts, and retirement plans, and managing processes related to account opening and asset distribution. The position requires strong administrative, communication, and organizational skills, with the ability to work efficiently in a fast-paced, high-volume environment. Proficiency in Microsoft Suite and basic knowledge of ETRADE from Brokerage systems are also necessary.

Requirements

• 3-4 years financial services industry experience
• Experience with client service interactions
• Knowledge of estates, trusts, and retirement plans
• Experience with 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 ETRADE from Brokerage systems and procedures
• Self-motivated and able to work in a strong team and high activity environment.

Nice To Haves

• College degree preferred

Responsibilities

• Handle client service interactions.
• Manage account opening and asset distribution processes.
• Research and resolve problems and service inquiries.
• Escalate issues when appropriate.
• Handle a high volume of requests in a fast-paced environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree