Beneficiary Service Representative Job at Compunnel Inc., South Jordan, UT

b0dOa3JQUVpDdHlXcTBTRWtscGxZeFpVanc9PQ==
  • Compunnel Inc.
  • South Jordan, UT

Job Description

12 months contract

Beneficiary Services is a specialized team within E-TRADE designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for E-TRADE from 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 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

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 E-TRADE systems and procedures

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

Job Tags

Contract work,

Similar Jobs

Nesco Resource

Lab Technician Job at Nesco Resource

 ...A Petroleum Service company in Houston, TX is looking for a Lab Technician II to join their team. This is a great opportunity for long term career advancement. If interested, please reply or send an updated resume to ****@*****.*** Job title: Lab Technician... 

GlobalLogic

Senior C++ Developer Job at GlobalLogic

 ...familiarity with modern software practices. You are expected to work closely with the advanced concept development team to design and develop commercial software features in C++, and integrate tracking algorithms originally developed in MATLAB or other scripting languages.... 

Capital Energy

Door To Door Rep - Trainee Job at Capital Energy

 ...Door to Door Are you outgoing, motivated, and ready to kickstart your career in solar sales? As an Entry-Level Solar Sales Appointment Setter , you'll play a key role in helping homeowners transition to renewable energy. Your primary responsibility will be to knock... 

Ernest-Spencer, Inc.

PAINTER (Powder Coating) in Topeka for 2nd Shift Job at Ernest-Spencer, Inc.

Skills/Qualifications: Reads and follows work ordersreceivinginstructions from supervisor regarding painting. Inspects surfaces to prepare for painting. Selects premixed paints or mixes required portions of pigment, oil, and thinning and drying substances...

Metric Geo

Structural Engineer Job at Metric Geo

 ...Huge opportunity for career development with an employee-ownership of an established firm! Position: Structural Design Engineer - Buildings Location: Charlotte NC Terms: Full-Time We are looking for early career professionals looking for a structural design...