Wealth Transfer & Inheritance Services Specialist
Hired by Matrix
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
Vacancy posted 4 days ago
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