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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Legal Staff
Finance - Banking
Finance - General
Min 2 yrs required
Estates Services Relationship Specialist - Operations The candidate should have at least 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).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 clients through all channels. 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. Demonstrated passion for service and the financial markets.
Requisition ID: 2021-72578
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