Beneficiary Services Analyst (Max $22/hr W2)
Lenmar Consulting Inc.
📍 South Jordan, UT
💼 Customer Service
💵 $4,160 – $45,760/yr
Full-time
Pay
$4,160 – $45,760/yr
Job type
Full-time
Location
South Jordan, UT
Category
Customer Service
Posted
16h ago
Expires
2026-08-02
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Full job description
Job Description The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork…