Hiring: Beneficiary Specialist - South Jordan, UT Company: eTeam Location: South Jordan, UT Job Posted Time: 2026-09-16 15:08:14 Employment Type: Full-time / Hybrid Target Skills & Keywords : Series 7, Wealth Management About the job Experience: •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 •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 Required Skills: •Beneficiary Services is a specialized team within E*TRADE from *** designed to assist with the processing of client accounts during the Inheritance process. •The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for E*TRADE from *** 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. •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 Qualifications: •College degree preferred Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!