Client Services Analyst

Seeking to Hire for our Direct Client a Beneficiary Service Analyst in South Jordan UT.

Note

• 1 round of onsite interviews before a decision
• Role will start mostly onsite for now

Position Summary :

• Beneficiary Services is a specialized team within E*TRADE from Brokerage 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 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.

Title: Beneficiary Service Analyst

Duration – 12 months (Possibility of Further Extension or conversion)

Location – South Jordan, UT

Pay Rate - $ 24.00/ Hr W2 (No Benefits)

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 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).

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

Regards,

Peter Swamy

Sr. Recruiter, Lenmar Consulting, Inc

Direct: 201 744 2238

P: 201 946 1777 Ext – 4007

A: Plaza 5, 185 Hudson St, Jersey City, NJ 07311