Customer Service Specialist - Estates Services

Profile

Customer Service Specialist - Estates Services
The candidate will be responsible for creating an extraordinary, authoritative experience to clients in order to build and maintain client loyalty. Actively deliver unparalleled value and excellent service to our clients in order to build and maintain client loyalty. Proactively demonstrate emotional intelligence to meet clients and inheritors emotional needs during a challenging life event. Proactively utilize active listening skills, and relationship building skills to uncover and assess underlying client needs. Demonstrate a strong passion for client service, exhibiting positive energy and problem solving skills to connect with our clients through all channels. Demonstrate the ability to engage clients in a manner that inspires asset retention and consolidation at Company. Proactively assess and demonstrate ownership to resolve client issues that relate to trust, estates, and other complex issues. Proactively identify and navigate clients to appropriate services and solutions. Demonstrate the ability to interact with team members to assist in attaining individual, team, and department objectives. Demonstrated passion for service and the financial markets. 2+ years operational experience in legal or financial services including; brokerage, banking, legal/paralegal, or research. Bachelor’s degree in finance, economics, business administration, or related area (will consider relevant work experience). Outstanding written and verbal communication capability.

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