Business Analyst

  • location: South Jordan, UT
  • type: Contract
  • salary: $21.33 per hour
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job description

Business Analyst

job summary:
Description:

POSITION SUMMARY:

The Inheritor Services Department serves as the key point of contact for clients in facilitating inheritance and legacy transfers. We work closely with branch teams, other internal departments, clients and beneficiaries to facilitate inheritance and legacy transfers. Work on projects and/or remediation efforts outlined by the company.

DUTIES and RESPONSIBILITIES:

Process & follow up on phone team support and client service requests to ensure completion in a timely manner

Research and resolve problems with both internal and external clients accurately and in a timely manner

Use company systems and ensure all case interactions are appropriately entered and documented via these systems

Support the larger Inheritor Services group through year end processing by analysis of work and calls to ensure priorities are addressed in a timely manner and other administrative functions as needed

Participate in projects and/or remediation efforts as needed

Other duties as assigned

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

College degree preferred

1 - 3 years industry experience preferred

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:

Process & follow up on phone team support and client service requests to ensure completion in a timely manner

Research and resolve problems with both internal and external clients accurately and in a timely manner

Use company systems and ensure all case interactions are appropriately entered and documented via these systems

Support the larger Inheritor Services group through year end processing by analysis of work and calls to ensure priorities are addressed in a timely manner and other administrative functions as needed

Participate in projects and/or remediation efforts as needed

Other duties as assigned

 
qualifications:
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

College degree preferred

1 - 3 years industry experience preferred

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: Other
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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    Business Analyst

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  • date posted: 10/3/2019