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Financial Operations Support - #26-15223

US Tech Solutions, Inc.

South Jordan, UT

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JOB DETAILS
SKILLS
Artificial Intelligence (AI), Communication Skills, Customer Support/Service, Financial Operations, Financial Services, Operational Support, Problem Solving Skills, Relationship Management, Retirement Plan, Risk Management, Sales Management, Securities and Exchange Commission (SEC), Service Level Agreement (SLA), Time Management
LOCATION
South Jordan, UT
POSTED
1 day ago
Duration: 12 Months

Job Description:
  • Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills.
  • Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
  • Process & follow up client service requests to ensure completion in a timely manner.
  • Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up.
  • Provide world class customer service to both internal and external clients in all interactions.
  • Research and resolve problems with both internal and external clients accurately and in a timely manner.
  • Leverage client systems and ensure all case interactions are appropriately entered and documented.
  • Actively manage, monitor, and document daily case load by utilizing various technology resources.
  • Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.
  • Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation.
  • Other ad hoc duties as assigned.
Additional requirements may include:
  • Series 7 and 66 required (or 63 & 65).

Education and Experience:
  • College degree preferred
  • 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent ondemand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

AI Statement:
By applying, you acknowledge that AI-assisted tools may be used during hiring.

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About the Company

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US Tech Solutions, Inc.

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