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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Legal Staff
Trusts and Estates
Min 4 yrs required
Estate Services, Senior Specialist Duties: Proactively deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty. Proactively leverage 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 an ability to take on complex estate cases and escalated client issues and provide solutions. 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. 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 mentor and train team members to assist in attaining individual, team, and department objectives.
Qualification and Experience
Qualifications: Active Series 7 & 63 license required, Series 9 & 10 preferred or (a condition of employement to obtain licenses may be considered for highly qualified candidates). Demonstrated passion for service and the financial markets. 4+ 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) with an advanced degreee preferred. Outstanding written and verbal communication capability.Understanding of probate and estate processing. Excellent logical reasoning, problem solving and research skills. Ability to work in fast-paced environment with an ability to multi-task. Proven analytical skills with an ability to comprehend complex legal and tax issues. Able to empathize and respond sensitively to clients during life event conversations.
Requisition ID: 2020-63977
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