Business Analyst II

Location
South Jordan, UT

Job Type
Contract Full-Time

Pay Rate
$21.34

Inheritor Services Specialist
Must have

• 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
DUTIES and RESPONSIBILITIES:
• Manage the transition of assets for individual clients through the legacy transfer process from beginning to end
• Effective relationship management while providing dedicated one on one support for the client legacy transfer process. This includes proactively communicating with clients by phone and/or email in order to provide a high level of service, transparency and empathy to clients or beneficiaries
• Process & follow up on phone team support and 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 timely follow-up
• Research and resolve problems with both internal and external clients accurately and in a timely manner
• Use The firm’s systems and ensure all case interactions are appropriately entered and documented via these systems
• Provide world class customer service to both internal and external clients in all interactions
• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
• Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
• Participate in projects and/or remediation efforts as needed including pilot programs
• Work between Service and Document Control Groups as needed
• Other duties as assigned
Additional requirements may include:
• Series 7 and 66 required (or 63 & 65)
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• College degree preferred
• 1 – 3 years industry experience preferred
Knowledge/Skills
• 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
• Ability to research and resolve problems and service inquiries and escalate when appropriate
• Ability to efficiently handle a high volume of requests in a fast paced environment.
• Strong computer skills including Microsoft Suite.
• Basic knowledge of The firm’s systems and procedures
• Be self-motivated and able to work in a strong team and high activity environment.
Top Skills:
• Organizational skills, attention to detail and excellent follow up skills
• Ability to research and resolve problems and service inquiries and escalate when appropriate
• Ability to efficiently handle a high volume of requests in a fast paced environment.
• Be self-motivated and able to work in a strong team and high activity environment.

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