Financial Liason

  • location: South Jordan, UT
  • type: Contract
  • salary: $21 per hour
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job description

Financial Liason

job summary:
POSITION SUMMARY:

  • Serve as the key point of contact for clients in facilitating inheritance and legacy transfers.
  • Work closely with branch teams and other internal departments to provide support through various systems and applications as well as process paperwork in a virtual branch environment.
  • Work with assigned clients and beneficiaries to facilitate inheritance and legacy transfers.
  • Work on projects and/or remediation efforts outlined by the company.
DUTIES and RESPONSIBILITIES:

  • Manage the transition of assets for individual clients through the legacy transfer process from beginning to end
  • Effective relationship management while providing dedicated one on one support for the client legacy transfer process. This includes proactively communicating with clients by phone and/or email in order to provide a high level of service, transparency and empathy to clients or beneficiaries
  • Process & follow up on phone team support and 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 timely follow-up
  • Research and resolve problems with both internal and external clients accurately and in a timely manner
  • Use internal systems and ensure all case interactions are appropriately entered and documented via these systems
  • Provide world class customer service to both internal and external clients in all interactions
  • 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
  • Participate in projects and/or remediation efforts as needed including pilot programs
  • Work between Service and Document Control Groups as needed
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

  • College degree preferred
  • 1 - 3 years industry experience preferred
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.
  • Be self-motivated and able to work in a strong team and high activity environment.
 
location: South Jordan, Utah
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 1 Years
 
responsibilities:
DUTIES and RESPONSIBILITIES:

  • Manage the transition of assets for individual clients through the legacy transfer process from beginning to end
  • Effective relationship management while providing dedicated one on one support for the client legacy transfer process. This includes proactively communicating with clients by phone and/or email in order to provide a high level of service, transparency and empathy to clients or beneficiaries
  • Process & follow up on phone team support and 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 timely follow-up
  • Research and resolve problems with both internal and external clients accurately and in a timely manner
  • Use internal systems and ensure all case interactions are appropriately entered and documented via these systems
  • Provide world class customer service to both internal and external clients in all interactions
  • 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
  • Participate in projects and/or remediation efforts as needed including pilot programs
  • Work between Service and Document Control Groups as needed
 
qualifications:
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

  • College degree preferred
  • 1 - 3 years industry experience preferred
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.
  • Be self-motivated and able to work in a strong team and high activity environment.
 
skills: Customer Service
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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