Opportunity Description
At-a-Glance:
Are you ready to build your career by joining a global financial institution? If so, our client is hiring an Estate & Inheritor Services Specialist.
Position Type:
Required:
Are you ready to build your career by joining a global financial institution? If so, our client is hiring an Estate & Inheritor Services Specialist.
Position Type:
- Contract
- On-Site
Required:
- 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 ...
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Submit your application for Estate & Inheritor Services Specialist at Hired by Matrix
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