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Estate & Inheritance Services Specialist - Client Care

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Amicis Global Technologies
Full Time position
Listed on 2025-12-16
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company in Columbus, OH, is looking for an Estate & Inheritor Service Specialist to facilitate the transition of client assets during the inheritance process. The role requires strong customer service skills and a good understanding of estates and financial processes. The ideal candidate will have at least 3-4 years of experience in the financial services industry, along with effective communication skills to guide clients through their requests.

This is a full-time, mid-senior level position with ongoing client interaction.
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