Life Services Financial Services Representative
Core
Guide beneficiaries and executors through the wealth transition process for deceased account assets, including document processing and distribution.
Role type
Life Services Financial Services Representative (Transition Specialist)
Builds
Wealth transition workflows for deceased accounts
Domain
Financial Services / Estate Administration
Deliverable
client delivery
Required skills
Document processing, Account management, Client communication, Financial product knowledge, Problem solving, Time management
Preferred skills
Bachelor's degree, 1+ year experience in performance environment, White-glove service mindset
Technologies
Microsoft Office
Responsibilities
Take inbound calls from beneficiaries and executors, Pre-fill and process transition documents, Guide clients through asset distribution logistics, De-escalate complex client concerns, Triaging requests and referring to specialists, Execute client disposition instructions
Seniority
Entry-level to Junior, hands-on IC