Estate & Inheritor Service Specialist/Customer Support(MOR2JP00017224)Amicis Global • Columbus, OH, United States
Estate & Inheritor Service Specialist / Customer Support(MOR2JP00017224)
Amicis Global • Columbus, OH, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
- [filters_job_card.quick_apply]
[job_card.job_description]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 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 efficiently handle a high volume of requests in a fast paced environment Strong computer skills including Microsoft Suite Basic knowledge of Brokerage systems and procedures Be self-motivated and able to work in a strong team and high activity environment.
Job Title : Estate & Inheritor Service Specialist / Customer Support
Job Location : Columbus, OH,43219
Job Duration : 12 Months+ Extension
Position Summary :
- Estate & Inheritor Services is a specialized team within Brokerage designed to assist with the processing of client accounts during the Inheritance process.
- The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for 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.
Duties and Responsibilities :
Education and Experience :
Knowledge / Skills :
#CareerBuilder #Monster #Dice #Indeed #LinkedIn
[job_alerts.create_a_job]
Estate • Columbus, OH, United States
[internal_linking.similar_jobs] Job Title : Estate & Inheritor Service Specialist / Customer Service Job Location : Columbus, OH,43219 Job Duration : 12 Months+ Extension &l...[show_more] 
A Job Developer assists individuals with disabilities throughout the job search process and helps them find a job that fits their goals.
Additional $2 / hr for shift differential when applicable.K wit...[show_more]
Lighthouse Behavioral Health Solutions (LBHS) provides individual, outpatient, intensive outpatient, partial hospitalization, residential, psychiatric services, and medication assisted treatment fo...[show_more]
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.
We guarantee 15-25 hours per week with an hourly pay of bet...[show_more]
Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.[show_more]
Greet customers in a professional, courteous, and friendly manner.Clearly explain available services, current promotions, and special offerings such as free vehicle inspections.Create, manage, and ...[show_more]
Screen reader users may encounter difficulty with this site.For assistance with applying, please contact.If you have questions while submitting an application, please review these.Current Employees...[show_more]
Havenpark Communities was founded on the mission of creating caring communities for both our residents and employees.Havenpark has a portfolio of 80+ communities and more than 25,000 homesites thro...[show_more]
CS Specialist I - Customer Service Center.Consideration for location is in all WesBanco markets.This position is 100% remote within the Bank's footprint.
Employee will work full time remote outside ...[show_more]
Our technology superstore has an industry-leading 40,000+ selection of premier computer products and the most knowledgeable staff in the business.
If you have a passion for computers & electroni...[show_more]
Location : 544 Clinton Street, Circleville, Ohio 43113 (NOT REMOTE).Reports to : Estimating and Training Supervisor.Department : Training and Estimating.
Salary Range : $70,000 to $100,000 (Based on Exp...[show_more]
Local organization providing a variety of residential services / products is seeking a Collections Specialist to assist with interim workload.
Our client is an organization in the Central Ohio area se...[show_more]
American Medical Staffing is seeking a local contract Medical Technologist for a local contract job in Orient, Ohio.Job Description & Requirements.
We’re living in the new normal.Lives and...[show_more]
A company is looking for a Customer Support Specialist.Key Responsibilities Serve as the primary Tier 2 escalation point for integration-related issues Guide customers through advanced configura...[show_more]
Job Title : Collections Specialist.We are dedicated to providing exceptional financial services to our clients.As a leader in the industry, we are seeking motivated and detail-oriented individuals t...[show_more]
We send shifts to you stop searching! Toothio will send you available Registered Dental Assistant shifts in your area directly to your phone and you can decide to accept and work the shift.Once you...[show_more]
Real Estate Agent Work With Investors, Become One Yourself.Columbus, OH (Cleveland, Dayton, and Cincinnati available).Reafco Real Estate isnt your average brokerage.
With deal flow, mentorship, and ...[show_more]
Estate & Inheritor Service Specialist / Customer Support
Amicis Global • Columbus, OH, United States
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_1_day]
Job Developer
Capabilities LLC • Circleville, OH, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Recovery Housing Support Specialist
Lighthouse Behavioral Health Solutions • Columbus, OH, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands
OCPA • Lockbourne, Ohio, us
[filters.remote]
[job_card.part_time] +1
[last_updated.last_updated_30] • [promoted]
TurboTax Remote Client Support Specialist
TurboTax • Columbus, Ohio
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Customer Service Representative – Product Testing
GLOCPA • Delaware, Ohio
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Service Advisor
Southern Tire Mart at Pilot LLC • Sunbury, OH, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Client Relations Specialist - Lab Outreach Customer Service
InsideHigherEd • Columbus, Ohio, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Sales and Leasing Agent
Havenpark Communities • Lockbourne, OH, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
CS Specialist I - Customer Service Center - Pittsburgh, PA
WesBanco Bank Inc. • Columbus, OH, United States
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
TECHNICAL SUPPORT REPRESENTATIVES
Micro Center Inc • Hilliard, OH, US
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Concrete Restoration Estimator
FORJAK Industrial • Circleville, OH, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Collections Specialist
CFS • Grandview Heights, OH, US
[job_card.temporary]
[last_updated.last_updated_30] • [promoted]
Local Contract Medical Technologist
American Medical Staffing • Orient, OH, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Tier 2 Support Specialist
VirtualVocations • Columbus, Ohio, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Collections Specialist
Creative Financial Staffing • Dublin, OH, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Dental Assistant
Toothio • Lockbourne, OH, US
[job_card.full_time] +1
[last_updated.last_updated_1_hour] • [promoted] • [new]
Real Estate Agent Investor Focused Brokerage
Reafco • Columbus, OH, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]