Job Title: Beneficiary Services Specialist
Location: Sandy, UT 84070
Work Model: Fully Onsite (5 days/week)
Interview: One round, onsite only
Pay Rate: $22.50/hr W2
Job Summary:
The client is seeking a Beneficiary Services Specialist to support clients through the inheritance and asset transition process. This role serves as a subject matter expert, partnering with clients, financial advisors, and internal teams to ensure accurate, timely, and empathetic handling of beneficiary-related requests in a high-volume, fast-paced environment.
Key Responsibilities:
Provide one-on-one support to clients and beneficiaries throughout the inheritance process
Communicate proactively via phone and email, ensuring transparency and empathy
Process and follow up on client service requests to meet service level agreements
Research and resolve client issues accurately and efficiently
Manage, monitor, and document daily caseload using internal systems
Ensure compliance with verification, regulatory, and risk mitigation policies
Deliver high-quality customer service to internal and external stakeholders
Qualifications:
3–4 years of financial services experience, preferably in client service
Knowledge of estates, trusts, retirement accounts, and asset distribution processes
Series 7 and 66 required (or Series 7 with 63 & 65)
Strong communication, organizational, and problem-solving skills
Ability to handle high volumes in a fast-paced environment
Proficiency with Microsoft Office and internal financial systems
College degree preferred
Additional Information:
Fully onsite role from day one
No remote or hybrid option available