Assoc, Professional, P2, Client Services & Relationship Mgmt WM, NEX : Job Level - Associate
Core
Execute processes and provide dedicated one-on-one support for clients during the inheritance process, managing the transition of assets.
Role type
Associate Estate & Inheritor Service Associate
Builds
Client account transitions during inheritance
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
process execution, risk recognition, relationship management, client communication, problem resolution, high-volume request handling
Preferred skills
minimal guidance supervision, subject matter expertise, culture carrier
Responsibilities
Execute processes/functions and support process management, recognize risk in day-to-day processes, build relationships within team and internal stakeholders, provide dedicated one-on-one support for the client throughout the inheritance process, proactively communicate with clients by phone and/or email, research and resolve problems and service inquiries
Seniority
Associate, P2