Client Beneficiary Service - Columbus

Only for registered members Columbus, United States

1 month ago

Default job background

Job summary

We are seeking someone to join our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process.


Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Columbus $22.69 - $25.52 (USD)

    Job summary · STRS Ohio seeks a Post-Retirement Benefits Processing Account Representative to join the Member Benefits/Recipient Benefits Processing team. · Established in 1920 and serving Ohio's educators, · STRS Ohio provides competitive pay, · a comprehensive benefits package ...

  • Only for registered members Columbus

    Provide dedicated one-on-one support to clients and beneficiaries throughout the inheritance process using strong relationship management and empathy. · ...

  • Only for registered members Columbus

    We have an opening for an Estate & Inheritor Services Specialist to join our global financial institution. · Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients. · Will work closely with branches and other intern ...

  • Only for registered members Columbus

    We are hiring an Estate & Inheritor Services Specialist to assist with the processing of client accounts during the inheritance process. · Assist with the processing of client accounts during the inheritance process. · Managing the transition of assets for individual clients by s ...

  • Only for registered members Columbus

    The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate in ...

  • Only for registered members Columbus

    The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Wealth Management Clients. · Providing dedicated one on one support for the client throughout the inheritance pro ...

  • Only for registered members Columbus

    Estate & Inheritor Services is a specialized team within designed to assist with the processing of client accounts during the Inheritance process. · ...

  • Only for registered members Columbus

    Estate & Inheritor Services Specialist will assist with the processing of client accounts during the inheritance process. · Managing the transition of assets for individual clients by serving as a Subject Matter Expert for Wealth Management Clients. · Providing dedicated one-on-o ...

  • Only for registered members Columbus

    Provide dedicated one-on-one client support throughout the inheritance process Communicate proactively with clients and beneficiaries via phone and email to ensure transparency and empathy Process and follow up on client service requests to ensure timely and accurate completion S ...

  • Only for registered members Columbus, Ohio

    +Process notifications of recipient deaths. · +Review the member's record and family information to determine beneficiaries and benefits payable. · +Analyze documents as they are returned and process all payments, including lump-sum and monthly benefits, to all beneficiaries. · S ...

  • Only for registered members Columbus

    STRS Ohio is seeking a Benefit Services Account Representative to join the Member Benefits/Recipient Benefits Processing team. · ...

  • Only for registered members Columbus $96,000 - $181,000 (USD)

    The Senior Fiduciary Advisor plays a pivotal role in delivering expert fiduciary guidance and strategic wealth planning to Ultra High Net Worth (UHNW) clients (net worth > $25MM) and their beneficiaries. · Provide advanced fiduciary counsel as part of a comprehensive wealth manag ...

  • Only for registered members Columbus Full time

    The Appeals and Grievance Coordinator is responsible for the processing and resolution of appeals grievances disputes from members providers. · Document all appeal requests or grievances upon receipt in the operating systems routes cases to appropriate clinical personnel for revi ...

  • Only for registered members Columbus $70,304 - $82,721 (USD)

    The Benefits Administrator provides customer service support to internal and external customers on plan provisions, benefits enrollments, status changes and other general inquiries. · ...

  • Only for registered members Columbus $37,513 - $73,149 (USD)

    Responsible for increasing membership through direct sales and marketing of Molina Medicare products to dual eligible, Medicare-Medicaid recipients within approved market areas to achieve stated revenue, profitability, and retention goals. · ...

  • Only for registered members Columbus $70,304 - $82,721 (USD)

    The Benefits Administrator performs professional work providing comprehensive Human Resources support in the administration of employee benefits. · This position is responsible for assisting with the day-to-day operations of all benefit and wellness programs, · including Health, ...

  • Only for registered members Columbus

    The Ohio Department of Medicaid (ODM) is recruiting for Health innovations Manager to direct activities to advance its Quality Healthcare Strategy through the state-university partnership led by the ODM and partnered with the Government Resource Center (GRC) at The Ohio State Uni ...

  • Only for registered members Columbus

    The Appeals and Grievance Coordinator is responsible for the processing and resolution of appeals, grievances and disputes from members and providers. · Position Purpose · The Appeals and Grievance Coordinator is responsible for the processing and resolution of appeals, grievance ...

  • Only for registered members Columbus $90,000 - $120,000 (USD)

    The Associate Manager provides daily accounting support for the Fund Team and is responsible for all areas relating to client financial reporting. · ...

  • Only for registered members Columbus

    This role is a key leadership position responsible for overseeing a team of independently licensed behavioral health clinicians within an integrated care setting in one or more AbsoluteCare centers. · Lead, supervise, and mentor a team of independently licensed behavioral health ...