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:

• 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 ...