Associate Service Consultant

Responsibilities

• Provide outstanding service through phone support with complex inheritance/divorce-related issues via an inbound call center environment
• Create a reliable support system for our advisors so they can easily navigate through estate-related inquiries on behalf of their clients
• Take ownership and follow through with complex and escalated cases that result in follow-up calls and processing
• Ensure that requirements are being accurately communicated and answering questions related to the inheritance process
• Use decision making and communication skills to process estate and divorce claims through to completion
• Communicate in an empathetic and professional manner due to the sensitive nature of Estate and Divorce situations
• Review documentation such as letters of testamentary, trust agreements, Qualified Domestic Relations Order, divorce decrees, and other estate-related paperwork as it pertains to both death and divorce situations

• 2+ years in brokerage/financial services client-facing or operations experience
• MS Office experience
• Bachelor's degree; preferably in business, accounting, or finance
• Previous experience with trust/estate or legal administration
• SIE, 7 & 63, preferred

• estate administration
• divorce claims processing
• documentation review
• client support
• inbound call handling
• case management
• financial services operations
• trust agreements
• Qualified Domestic Relations Order
• letters of testamentary

• communication skills
• decision making
• empathy
• professionalism
• ownership
• problem solving
• customer service
• attention to detail
• sensitivity
• follow-up

• SIE
• Series 7
• Series 63