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Operations Support - South Jordan, UT

eTeam Inc.

South Jordan, UT

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JOB DETAILS
SKILLS
Administrative Skills, Communication Skills, Computer Skills, Customer Support/Service, Detail Oriented, Financial Services, Follow Through, Interpersonal Skills, Microsoft Product Family, Operational Support, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Relationship Management, Research Skills, Retirement Plan, Risk Management, Sales Management, Securities and Exchange Commission (SEC), Service Level Agreement (SLA), Team Player, Time Management, Wealth Management, Writing Skills
LOCATION
South Jordan, UT
POSTED
4 days ago
Title: Operations Support
Location: South Jordan, UT
Duration: 12 months with possible extension.

POSITION SUMMARY:
Beneficiary Services is a specialized team within E*TRADE from *** designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for E*TRADE from *** Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
DUTIES and RESPONSIBILITIES:
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 *** 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/FINRA, 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 or 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
Knowledge/Skills:
Basic clerical and administrative skills.
Effective written and verbal communication skills.
Excellent interpersonal and client service skills.
Organizational skills, attention to detail and excellent follow up skills.
Ability to research and resolve problems and service inquiries and escalate when appropriate.
Ability to efficiently handle a high volume of requests in a fast paced environment.
Strong computer skills including Microsoft SuiteBasic knowledge of E*TRADE from *** systems and procedures.
Be self-motivated and able to work in a strong team and high activity environment.


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About the Company

e

eTeam Inc.

Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.
COMPANY SIZE
100 to 499 employees
INDUSTRY
Other/Not Classified
FOUNDED
1998
WEBSITE
www.eteaminc.com

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