Beneficiary Services Specialist - $23.07/hr
Sandy, UT - on-site 5x a week

One round of interviews on-site only.

POSITION SUMMARY:
Beneficiary Services is a specialized team within E*TRADE from Brokerage 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 Brokerage 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 i...