Estate Beneficiary Services Specialist
Morgan Stanley
Morgan Stanley is seeking a Beneficiary Services Representative in Sandy, Utah. This role focuses on addressing customer estate conversions, tracking the migration of deceased customers' accounts to legal heirs, and enhancing the client experience through effective relationship management. You will support clients with case requirements, respond to inquiries, and work with various business partners to ensure smooth asset transitions. Qualifications include strong communication skills and a positive customer service attitude. #J-18808-Ljbffr
Vacancy posted 3 days ago
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