Job description
Location: Columbus, OH (Onsite)
Employment Type: Contract
Duration: 12 months
Estate & Inheritor Services is a specialized team within *** 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 *** 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.
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 *** systems and procedures
-Be self-motivated and able to work in a strong team and high activity environment.
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Frequently asked questions
Q: What skills or qualities help someone succeed as a Financial Operations Analyst?
A: To succeed as a Financial Operations Analyst, key technical skills include proficiency in financial software and systems, such as ERP (Enterprise Resource Planning) tools, Excel, and financial modeling. Additionally, strong analytical and problem-solving skills, as well as knowledge of financial regulations and compliance, are essential for this role. Soft skills like effective communication, collaboration, and attention to detail also contribute to success, enabling the analyst to work closely with stakeholders, identify and resolve operational issues, and provide actionable insights to drive business growth.
Q: What is the career path for a Financial Operations Analyst?
A: A Financial Operations Analyst typically starts as an entry-level analyst, responsible for financial data analysis, reporting, and process improvement. As they gain experience, they progress to mid-level roles such as Financial Planning and Analysis Manager, where they oversee financial modeling, budgeting, and forecasting, and then to senior roles like Director of Financial Operations, where they lead cross-functional teams and drive strategic financial initiatives. Throughout their career, they can develop skills in financial modeling, data visualization, and process automation, as well as soft skills like communication and leadership, ultimately leading to opportunities in finance leadership, management consulting, or entrepreneurship.
