Financial Operations Specialist - Beneficiary Services

A financial services company in Sandy, Utah is seeking a Financial Operations Specialist to assist with client account processing during the inheritance process. The role involves managing asset transitions, collaborating with branches, and ensuring client satisfaction through effective communication and relationship management. Applicants should have 3-4 years of experience in financial services and hold Series 7 and 66 licenses. Competitive benefits and a potential transition to a hybrid model are offered.
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