Estate Beneficiary Services Specialist
Job in
Sandy, Salt Lake County, Utah, 84092, USA
Listed on 2026-06-03
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-06-03
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Customer Success Mgr./ CSM, Client Relationship Manager
Job Description & How to Apply Below
Morgan Stanley is seeking a Beneficiary Services Representative in Sandy, Utah. This role focuses on addressing customer estate conversions, tracking the migration of deceased customers' accounts to legal heirs, and enhancing the client experience through effective relationship management.
You will support clients with case requirements, respond to inquiries, and work with various business partners to ensure smooth asset transitions. Qualifications include strong communication skills and a positive customer service attitude.
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