Client Service Associate, Estates Administrator
Core
Manage and coordinate the end-to-end estate settlement process for clients, acting as an operational liaison between the firm, executors, beneficiaries, and external partners.
Role type
Client Service Associate, Estates Administrator
Builds
Seamless client experiences during estate settlements and death claims
Domain
Wealth Management / Estate Administration
Deliverable
client delivery
Required skills
Estate settlement process management, Beneficiary change processing, Power of Attorney (POA) setup, Registered plan knowledge, Common law estates/wills knowledge, Risk identification and escalation, CRM database management, MS Office proficiency
Preferred skills
STEP CETA course certification, Undergraduate degree or financial services designation
Responsibilities
Review client holdings to determine estate settlement requirements, Act as operational liaison with custodians and insurance carriers, Communicate directly with executors and clients, Process beneficiary change requests and POA updates, Finalize tax receipts for settlement, Maintain accurate client and estate records
Seniority
Mid-level, hands-on IC
