Hiring: Financial Operation Support - Columbus, OH Company: eTeam Location: Columbus, OH Job Posted Time: 2026-09-16 15:08:14 Target Skills & Keywords : 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: •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 *** systems and ensure all case interactions are appropriately entered and documented •Actively manage, monitor, and document daily case load by utilizing various technology resources 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!