Associate Service Consultant
Core
Subject matter expert for advisors and clients on inheritance and divorce processes, resolving complex estate and divorce inquiries via phone and processing asset distribution paperwork.
Role type
Senior IC service consultant (estate and divorce operations)
Builds
Reliable support system for financial advisors to navigate estate-related inquiries and distribute assets to beneficiaries
Domain
Financial services / Wealth management / Estate planning
Deliverable
client delivery
Required skills
Complex case ownership, regulatory compliance review, risk mitigation, empathetic communication, document processing, process improvement
Preferred skills
Trust/estate or legal administration experience, high call volume environment experience, policy enforcement, FINRA licenses (SIE, Series 7, 63)
Technologies
MS Office (Access, Excel, PowerPoint, Outlook, Teams, Word)
Responsibilities
Handle inbound calls for estate and divorce inquiries, review legal documentation (letters of testamentary, trust agreements, QDROs), process asset distributions, escalate complex cases, provide coaching to advisors, promote process improvements
Seniority
Mid-level, hands-on IC