Beneficiary Services Analyst (Max $22/hr W2)

Lenmar Consulting Inc. • South Jordan, UT

4d • Remote

About The Position

The Beneficiary 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.

Requirements

• 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
• Be self-motivated and able to work in a strong team and high activity environment.

Nice To Haves

• 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

Responsibilities

• Manage the transition of assets for individual clients.
• Serve 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.
• Work closely with branches and other internal departments.
• Provide support through various internal applications.
• Process paperwork in a virtual branch environment.

What This Job Offers

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