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Virtual Branch Support Jobs (NOW HIRING)

Phaxis

Operations Support

Columbus, OH · On-site

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 ...

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Estate & Inheritor Services Specialist

Columbus, OH · On-site

$24/hr

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 ...

Hartfiel Automation Inc

Branch Manager

Concord, NC · On-site

$140K - $190K/yr

This role is located within our Concord, NC branch, supporting Technical Sales people in North and ... This requires networking with existing talent, building a virtual bench, and having a passion for ...

General Electric Credit Union

Personal Teller

Cincinnati, OH · On-site

$15.25 - $19.25/hr

Perform other duties to support Virtual Branch Services as necessary Education and Experience: * High school diploma or GED required * One year of customer service experience preferred Knowledge ...

PeopleShare

Branch Manager

Bolingbrook, IL · On-site

Develop presence in the market by including daily inside phone & virtual sales activity, outside ... Run daily team staff meetings, set expectations, support, and guide all recruitment activities ...

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Virtual Branch Support information

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How much do virtual branch support jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for virtual branch support in the United States is $26.05, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $28.37 per hour, depending on experience, location, and employer.

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Operations Support

Columbus, OH • On-site

Phaxis
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Phaxisexternal

Contractor

Posted 4 days ago

Job description


Position Summary:
Estate & Inheritor Services is a specialized team within Client designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Client 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 in order 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:
Education, Experience, Knowledge, And Skills:
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 Suite.
  • Basic knowledge of Client systems and procedures.
  • Be self-motivated and able to work in a strong team and high activity environment.

Meet Your Recruiter
Robyn Banks
Phaxis logo

About Phaxis

Sourced by ZipRecruiter

Phaxis has been working on behalf of amazing clients and candidates for over 20 years, with much success. We have filled over 94,000 roles across our actively serviced clients. Our team understands how to deliver for our clients while guiding our candidates through their career journey and we all want to get you where you want to be. Your goals are our goals, and we treat them as such. Once you work with us, you’re a part of the team! How can we help you? We’re dedicated to helping you find yours.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Melville , NY, US

Year founded

2002

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