| Operations Support-OH

Estate & Inheritor Services Specialist

Location : Columbus, OH

Department : Wealth Management Operations - Estate & Inheritor Services

Employment Type : Temporary / Contract (1-year)

Position Summary

The Estate & Inheritor Services Specialist is a dedicated professional within our clients Wealth Management division, tasked with facilitating the seamless transition of assets during the inheritance process. As a Subject Matter Expert, you will provide high-touch support to bereaved clients, beneficiaries, Financial Advisors, and Branch Management. You will act as a primary point of contact in a virtual branch environment, ensuring that legacy transfers are handled with the utmost empathy, accuracy, and efficiency.

Duties and Responsibilities

• Client Relationship Management : Deliver one-on-one support throughout the inheritance lifecycle, utilizing effective relationship management to provide transparency and empathy to beneficiaries.
• Case Management : Actively manage and document a daily case load, ensuring all interactions are captured within Morgan Stanley's proprietary systems and technology resources.
• Service Excellence : Proactively communicate with internal and external stakeholders via phone and email to resolve inquiries and set expectations in line with firm Service Level Agreements (SLAs).
• Operational Processing : Execute and follow up on complex service requests, including account openings and asset distributions, ensuring timely completion.
• Risk Mitigation & Compliance : Adhere strictly to SEC, FINRA, and Firm compliance guidelines. Apply rigorous verification policies to prevent identity theft and fraudulent activity.
• Problem Resolution : Research and resolve intricate service issues, escalating sensitive matters to management when appropriate to ensure a "World Class" client experience.

Education and Experience

Required Competencies

Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

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