Financial Support Specialist

Job title: Financial Support Specialist Location: Columbus, OH Duration: 12 months contract Pay rate: $19.21/hr W2 • Role Overview: Supports inheritance processes for Brokerage Wealth Management clients, serving as a subject matter expert and managing asset transitions for beneficiaries. • Client Interaction: Provides personalized, one-on-one support to clients and beneficiaries, demonstrating empathy and effective relationship management. • Communication: Maintains proactive communication via phone and email to ensure transparency and high service quality throughout the inheritance process. • Request Processing: Handles client service requests efficiently, sets realistic expectations, and ensures timely completion in accordance with service level agreements. • Customer Service: Delivers exceptional service to internal and external clients, resolving issues accurately and promptly. • Documentation & Systems Use: Utilizes internal systems to document all interactions and manage daily caseloads effectively. • Compliance & Risk Mitigation: Applies firm policies, especially around verification and compliance, to prevent fraud and meet regulatory requirements. • Collaboration: Works closely with branches and internal departments in a virtual branch setting to ensure smooth operations. • Qualifications: Preferably holds a college degree with 3-4 years of experience in financial services, especially in estates, trusts, and retirement plans. • Skills Required: Strong communication, problem-solving, organization, and technical skills; must thrive in a high-volume, team-oriented environment.

Created: 2026-03-04