Associate Service Consultant
Core
Subject matter expert for advisors and clients on inheritance and divorce processes, facilitating asset distribution to beneficiaries.
Role type
Associate Service Consultant (Estate & Divorce Operations)
Builds
Reliable support system for financial advisors to navigate estate-related inquiries
Domain
Financial Services / Wealth Management / Estate Planning
Deliverable
client delivery
Required skills
Inbound call center operations, complex case management, regulatory compliance review, document processing (wills, trust agreements, divorce decrees), risk mitigation, empathetic communication
Preferred skills
Trust/estate or legal administration experience, high call volume environment experience, policy enforcement, de-escalation techniques
Technologies
MS Office (Access, Excel, PowerPoint, Outlook, Teams, Word)
Responsibilities
Handle inbound calls regarding estate and divorce inquiries; process and review legal documentation for asset distribution; manage escalated cases and follow-ups; communicate requirements to complete distribution processes; provide coaching to advisors on navigating inheritance/divorce complexities; promote process improvements
Seniority
Mid-level, hands-on IC