Lenmar Consulting Inc.
Financial Services
BeneficiaryServicesAnalyst
“Beneficiary Services Analyst at Lenmar Consulting Inc.. Skills: Client service, Estates, Trusts, Retirement plans. Handle client service interactions. Process account openings”
Industry & Context.
Research; Resolve problems
What They're Looking For.
Must Have
3-4 years financial services experience, Client service interactions, Knowledge of estates, Knowledge of trusts, Knowledge of retirement plans, Account opening processes, Asset distribution processes, Basic clerical skills, Basic administrative skills, Basic computer skills, Basic Microsoft Suite skills, Basic E*TRADE knowledge
Nice to Have
College degree preferred, Financial services industry experience preferred, Client service interactions preferred, Knowledge of estates preferred, Knowledge of trusts preferred, Knowledge of retirement plans preferred, Account opening processes preferred, Asset distribution processes preferred
What You'll Do.
Handle client service interactions
Process account openings
Process asset distributions
Resolve service inquiries
Escalate issues when appropriate
Handle high volume of requests
Work in a team environment
How You'll Work.
Team & Collaboration
Work in a team
Communication Scope
Written communication; Verbal communication
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