Life Services Financial Services Representative
Core
Guide beneficiaries and executors through the transition of deceased account assets, processing documents and distributing funds to heirs.
Role type
Life Services Financial Services Representative (Transition Specialist)
Builds
Wealth transition process for deceased accounts
Domain
Financial Services / Estate Administration
Deliverable
client delivery
Required skills
Document processing, Inbound/outbound call handling, Client education, Referral identification, Disposition instruction execution, Microsoft Office proficiency
Preferred skills
Active listening, Attention to detail, Problem solving, Proactive outreach
Technologies
Microsoft Office
Responsibilities
Take initial notification calls from beneficiaries and executors; Pre-fill and process required documentation for asset transitions; Educate clients on value-added opportunities; De-escalate complex client concerns; Refer clients to appropriate internal specialists; Execute client disposition instructions for simple and complex scenarios.
Seniority
Entry-level to Junior, hands-on IC