- This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.
- Provide concierge service to the beneficiaries of our deceased clients.
- Acts as a single point of contact to outline all requirements to facilitate the process of allocating the assets from the deceased account to the beneficiaries or estate, responds to all inquiries accurately and timely, provides any required paperwork to facilitate the process and ensures the appropriate transactions are facilitated correctly.
- Extensive knowledge of Retirement Accounts and the inherited IRA process. Has a foundational understanding of Last Will & Testaments, Estates, Trusts, and how they're handled within the inherited IRA process. Must feel comfortable speaking with our client's outside council.
- Ensures client service level agreements (SLAs) are met while maintaining a balance between quality and efficiency.
- Professionally communicates with clients through in-bound call queue, outbound calls, incoming and outgoing emails.
- Exhibits a passion for client services, displays positive energy, and problem-solving skills to assist clients with their inherited accounts and/or assets in a timely manner as well as performing detailed research and follow-up.
- Manages multiple tasks effectively by balancing high productivity with excellent service quality.
- Works collaboratively with other team members, internal stakeholders, and third-party vendors to deliver high quality service and meet client expectations.
- Serves as a senior member of the team, providing sound decision-making assistance as well as support for complex situations.
- Assists with identifying training opportunities, periodic system testing, reviews and updates departmental procedures while providing recommendations to Supervisor and/or Team Lead to minimize risk and increase efficiencies.
- Performs other duties or projects as assigned.
- Bachelor's degree preferred.
- 7-10 years of Financial Services experience.
- Minimum 3-year experience working with IRAs and the beneficiary election process.
- Minimum 3-5 years of experience in a customer driven environment.
- None required.
- Intermediate level proficiency in Microsoft Office
- Intermediate 10 key skills preferred.
- Customer Focus
- Communicates Effectively
- Resourcefulness
- Balances Stakeholders
-
Systems Services and Support Analyst
5 days ago
Fidelity TalentSource LLC Westlake, United States· Job Description: · The Role · Fidelity Investments Core Brokerage Technology Domain is seeking an experienced Senior Systems Support & Analyst to join the Production Excellence squad and work with the Customer Communications Production Support squad in providing superior stabi ...
-
Principal Systems Services and Support Analyst
2 weeks ago
Fidelity TalentSource LLC Westlake, United States· Job Description: · Fidelity Investments is looking for a Major Incident Manager (MIM) Team Lead to join their team. In this role you will be responsible for the supervision and handling of unplanned interruption or degradation of an IT Service that causes an impact to business ...
-
Fidelity TalentSource LLC Westlake, United States· Job Description: · Fidelity Investments is looking for a Major Incident Manager (MIM) Team Lead to join their team. In this role you will be responsible for the supervision and handling of unplanned interruption or degradation of an IT Service that causes an impact to business ...
-
Supervisor - Quality Control Lab
1 week ago
Westlake Careers Westlake, United States**SUMMARY** · This role is a supervisor of labs that has the potential to supervise personnel in the following groups: Chemists, Lab Techs, Instrument Techs, Inventory Planning Analyst, and Building Maintenance Personnel. · **DUTIES AND RESPONSIBILITIES** · May include, but are n ...
-
Project Manager
1 week ago
Apex Dynamics East Fairview, United StatesPROJECT MANAGER (M/F/D) in the field of building technology WANTED. · Location: East Fairview · Do you have previous experience in project management/leadership? Perfect. · As a project manager, you will act as the interface between the customer and SCALTEL (technology, analysts, ...
-
Service Analyst
2 weeks ago
Insight Global Cleveland, United StatesInsight Global is seeking a motivated and energized Service Analyst to join a manufacturing company in the local Cleveland Area. As the Service Analyst (SA), you will be responsible for onsite IT support in a technical capability to help resolve colleagues IT related issues via e ...
-
IT Service Analyst
1 week ago
Avon Protection Cleveland, United StatesJob Title: IT Service Analyst · Location: Cleveland, OH · Business Unit: Team Wendy · Purpose of Position: · We are currently seeking an IT Service Analyst who can provide technical support to our colleagues in resolving their IT-related issues through email, phone, remote acces ...
-
Service Analyst
2 weeks ago
Insight Global Cleveland, United StatesInsight Global is seeking a motivated and energized Service Analyst to join a manufacturing company in the local Cleveland Area. As the Service Analyst (SA), you will be responsible for onsite IT support in a technical capability to help resolve colleagues IT related issues via e ...
-
ACH Services Analyst
1 week ago
KeyBank NA Cleveland, United StatesLocation: 4910 Tiedeman Road - Brooklyn, Ohio 44144 Qualified candidate must report to the Tiedeman Offices at least once per week. JOB BRIEF This position is scheduled primarily from 8:00 AM until 5:00 PM EST. This position is within the ACH Operations team under Payment and Dep ...
-
Service Desk Analyst I
2 weeks ago
Acuative Strongsville, United StatesJob Description · Job Description · Roles & Responsibilities The · Service Desk · Analyst performs · the following roles and responsibilities: · Entry Level - Will Train. · Several openings at: 3rd Shift Sunday - Thursday 11PM to 7:30 AM · or · Tuesday - Sat 11PM to 7:30 ...
-
IT Service Management Analyst Lead
2 weeks ago
Sherwin-Williams Cleveland, United StatesThe IT Service Management (ITSM) Analyst will provide subject matter expertise and hands-on delivery and support of core capabilities and provide ongoing support and maturity of the IT Service Management (ITSM) product and related products and tools IT, Management, Analyst, Servi ...
-
Service Desk Analyst II
1 week ago
K2 Services Cleveland, United StatesOverview: · The Service Desk Analyst II role is a pro-active, technology focused, customer service oriented professional focused on supporting K2 Services LLC who will be based out of our client's office. This position will be onsite, full time, 40 hours a week and joining a team ...
-
Service Desk Analyst II
2 weeks ago
K2 Services Cleveland, United StatesOverview: · The Service Desk Analyst II role is a pro-active, technology focused, customer service oriented professional focused on supporting K2 Services LLC who will be based out of our client's office. This position will be onsite, full time, 40 hours a week and joining a team ...
-
IT Service Management Analyst Lead
1 week ago
Sherwin-Williams Cleveland, United StatesThe IT Service Management (ITSM) Analyst will provide subject matter expertise and hands-on delivery and support of core capabilities and provide ongoing support and maturity of the IT Service Management (ITSM) product and related products and tools in the ServiceNow Platform. Th ...
-
IT Service Management Analyst Lead
1 week ago
The Sherwin-Williams Company Cleveland, United StatesThe IT Service Management (ITSM) Analyst will provide subject matter expertise and hands-on delivery and support of core capabilities and provide ongoing support and maturity of the IT Service Management (ITSM) product and related products and tools in the ServiceNow Platform. Th ...
-
IT Service Management Analyst Lead
1 week ago
Sherwin-Williams Cleveland, United StatesJob Description · The IT Service Management (ITSM) Analyst will provide subject matter expertise and hands-on delivery and support of core capabilities and provide ongoing support and maturity of the IT Service Management (ITSM) product and related products and tools in the Serv ...
-
IT Service Management Analyst Lead
2 weeks ago
Sherwin-Williams Cleveland, United StatesJob Description · The IT Service Management (ITSM) Analyst will provide subject matter expertise and hands-on delivery and support of core capabilities and provide ongoing support and maturity of the IT Service Management (ITSM) product and related products and tools in the Serv ...
-
Service Desk Analyst II
2 weeks ago
Keno Kozie Associates Cleveland, United StatesOverview: · The Service Desk Analyst II role is a pro-active, technology focused, customer service oriented professional focused on supporting K2 Services LLC who will be based out of our client's office. This position will be onsite, full time, 40 hours a week and joining a team ...
-
Service Desk Analyst II
2 weeks ago
K2 Cleveland, United StatesOverview: · The Service Desk Analyst II role is a pro-active, technology focused, customer service oriented professional focused on supporting K2 Services LLC who will be based out of our clients office. This position will be onsite, full time, 40 hours a week and joining a team ...
-
Service Desk Analyst II
2 weeks ago
K2 Cleveland, United StatesOverview: · Find out if this opportunity is a good fit by reading all of the information that follows below. · The Service Desk Analyst II role is a pro-active, technology focused, customer service oriented professional focused on supporting K2 Services LLC who will be based ou ...
Beneficiary Client Service Analyst - Westlake, United States - Equity Trust
Description
When you work at Equity Trust, there is never a dull moment You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance.
Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry.
For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path.
Come join our mission and learn what it truly means to self-direct your futureJOB OVERVIEW
The Beneficiary Client Service Analyst demonstrates an advanced understanding of Retirement Accounts, the inherited IRA process, serves as a subject matter expert to our client's, and provides a single point of contact to ensure an outstanding client experience.
Works closely with Operations Management, Legal, Compliance, our client's outside council, and collaborates effectively across the organization to provide a superior client experience.
RESPONSIBILITIES & DUTIESQUALIFICATIONS
PROFESSIONAL CERTIFICATIONS
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear.
The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms.
This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENTThe above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
Beneficiary Client Service Analyst professionals in Westlake
-
Ryan McNeeley
Website Development, SEO, Social Media Management,