Wealth Transfer & Inheritance Services Specialist
Hired by Matrix, Inc
Hired by Matrix, Inc in Columbus, Ohio is seeking an Estate & Inheritor Services Specialist. This on-site role involves providing dedicated support for clients throughout the inheritance process, leveraging strong interpersonal and communication skills. The ideal candidate will have a college degree, 3-4 years of experience in financial services, and excellent organizational abilities. Responsibilities include managing client accounts, providing world-class service, and ensuring timely resolution of client inquiries. #J-18808-Ljbffr Hired by Matrix, Inc
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Transfer & Inheritance Services Specialist in Columbus, OH vacancy
- ...Stanley in Columbus is seeking an Associate in Wealth Management Operations to support beneficiaries through the inheritance process. You will partner with internal teams... ...collaboration across business units to optimize service and strengthen trust with clients and...Suggested
- ...hiring an Estate & Inheritor Services Specialist. Position Type Contract... ...client accounts during the Inheritance process. Managing the transition... ...Subject Matter Expert for Wealth Management Clients,... ...facilitate inheritance and legacy transfers. Work closely with...SuggestedContract work
- Morgan Stanley seeks an Associate in Wealth Management Operations in Columbus to assist beneficiaries through inheritance processes and to support internal and external client... ...case handling, delivering high levels of service and empathy to clients and beneficiaries. The...Suggested
- Corient is seeking an Onboarding Specialist II in Columbus, OH to manage end-to... ...You will prepare custodial forms, wealth management agreements, and transfer documents with precision, and coordinate... ...while delivering excellent client service. Ideal candidates have 2-3 years...Suggested
- ...with attorneys and financial planners to expand assets. The role emphasizes building strong client relationships, providing governance guidance, and collaborating with product specialists for comprehensive wealth solutions. #J-18808-Ljbffr Huntington Bancshares, Inc.SuggestedRemote job
- JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families. You will build and maintain relationships, deliver advised solutions, and refer partners to deepen...
- ...advice, and collaborate with a network of experts to deliver comprehensive wealth management solutions that foster long-term client relationships. Join a team dedicated to exceptional service and ongoing professional growth. #J-18808-Ljbffr WealthBridge Financial Group
- ...Advisor II to oversee the administration of Wealth & Investment accounts, including trusts... ...needs and coordinating with product specialists to create cross-sell opportunities. The... ...professionals while maintaining compliance and service excellence across client portfolios. #J...
- Local wealth management firm is seeking an Administrative Assistant to support advisors and deliver an exceptional client experience. This role is responsible for managing client service activities, coordinating administrative processes, and ensuring day-to-day operations...Work at officeLocal area
- ...Retail Service SpecialistThe Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance... ...all buy online/ship to store, hub and store to store transfers, and DC add orders are processed in a timely manner....Local areaFlexible hoursShift work
O'Reilly Auto Parts
Columbus, OH12 hours ago - ...our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process.In the Operations division... ...position within the Client Service & Relationship Management,... ...to complete case for account transfer/liquidation• Leverage Morgan...Local area
- Capital Asset Management in Columbus, OH is seeking a Client Service Associate to join our wealth management team. You will assist in providing excellent service to our clients, lead new client onboarding, and coordinate proactive client touchpoints. Responsibilities include...
- ...private tax advice to business owners and families. As a Manager, you will lead delivery of tailored tax solutions, advise on wealth transfer and governance, and supervise a team across diverse, high-growth clients. You will collaborate with cross-functional teams in a...
- ...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships...Permanent employmentTemporary workWork at officeFlexible hours
Corient Capital Partners
Columbus, OH3 days ago - ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client...
- ...applications for the Private Client Advisor role within Chase Wealth Management in Ohio. You will offer comprehensive financial planning... ..., collaboration with partners, and a strong focus on growth and service across a diverse client base. #J-18808-Ljbffr JPMorganChase
- Overview J.P. Morgan Wealth Management - Private Client Advisor - Community Center - Columbus, Ohio (Northern Lights) Join to apply for... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full timeLocal area
- A leading financial advisory firm in Columbus is seeking dedicated individuals to become wealth managers. Responsibilities include building client relationships and devising personalized financial strategies. Candidates should have a Bachelor's degree, strong communication...Traineeship
- Description Summary The Wealth Advisor III is the primary client relationship manager in... ...coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with... ...Responsible for providing legendary client service to retain client relationships. Builds...Work at office
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. The role focuses on relationship growth, client education, and leveraging technology to...
- JPMorgan Chase & Co. in Columbus, OH seeks a Personal Advisor in Wealth Management's National Branch Personal Advising group to partner... ...licensing across all states. A minimum of 3 years in financial services is preferred, with a Bachelor’s degree or CFP preferred. #J-18...
- FNBO's Private Wealth Advisor team partners with ultra-affluent clients to build, grow and preserve wealth through integrated investment, trust, estate and banking solutions. The role leverages a dedicated team of experts to deliver personalized planning and fiduciary...Work at office
- J.P. Morgan Chase seeks a Personal Advisor in Wealth Management's National Branch Personal Advising group to partner with clients in creating custom financial plans, meeting clients via video or phone, and matching portfolios managed by the CIO. You will also advise existing...Work at officeShift work
- ...launching a program for aspiring Investment Professionals within Wealth Management. You will obtain FINRA licenses, support clients via... ...IRAs while building client relationships. This role emphasizes service, accuracy, and teamwork in a regulated environment. Ideal...
- Huntington National Bank in Columbus, OH seeks a Wealth Advisor III to serve as the primary client... ...build strong relationships, coordinate specialists to fulfill Wealth Plans, self-source new business, provide legendary service, and collaborate across Huntington segments...
- High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH... ...Finance, Sales, and Business Development Industries Financial Services, Investment Management, and Capital Markets Referrals increase...Full timePrivate practice
- SmartBank is seeking a wealth management advisor to build trusted client relationships and deliver tailored investment and planning solutions... .... The role emphasizes growth through referrals and exceptional service, with access to Raymond James platform and a strong, client-...
- Corient seeks a skilled Wealth Advisor support professional in Columbus, OH. The role focuses on assisting from wealth, investment planning... ...’s degree with 3-6 years’ CFP or CFA experience and strong knowledge of planning concepts, #J-18808-Ljbffr Corient Services LLC
- A wealth management firm in Columbus, Ohio, is seeking a full-time Retirement Client Manager to help clients with their retirement planning and financial strategies. The role involves providing tailored solutions, managing portfolios, and ensuring compliance with industry...Full time
- Corient Private Wealth LLC. is seeking an Associate Wealth Advisor to support the Wealth Advisor in delivering exceptional client services and to progress toward independent client execution. The role involves assisting in financial planning, portfolio allocations, and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Transfer & Inheritance Services Specialist. Be the first to apply!
Related searches
- veterans service officer Columbus, OH
- community services specialist Columbus, OH
- facility service associate Columbus, OH
- office service associate Columbus, OH
- service lot attendant Columbus, OH
- flight service specialist Columbus, OH
- retail service associate Columbus, OH
- information technology and services consultant Columbus, OH
- public service officer Columbus, OH
- service consultant Columbus, OH