LanceSoft, Inc. ยท 2 days ago
Beneficiary Services Specialist
Sandy, UT
Full-time, Contract
Onsite
Mid Level
$20/hr - $23/hr
3+ years expLanceSoft, Inc. is seeking a Beneficiary Services Specialist to assist with the processing of client accounts during the inheritance process. The role involves managing asset transitions for clients, providing dedicated support, and ensuring high levels of service and compliance throughout the inheritance journey.
Information Technology
Responsibilities
Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries
Process & follow up client service requests to ensure completion in a timely manner
Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
Provide world class customer service to both internal and external clients in all interactions
Research and resolve problems with both internal and external clients accurately and in a timely manner
Leverage Client systems and ensure all case interactions are appropriately entered and documented
Actively manage, monitor, and document daily case load by utilizing various technology resources
Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
Other ad hoc duties as assigned
Qualification
Required
Series 7 and 66 required (or 63 & 65)
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Ability to efficiently handle a high volume of requests in a fast paced environment
Strong computer skills including Microsoft Suite
Basic knowledge from Client systems and procedures
Be self-motivated and able to work in a strong team and high activity environment
Preferred
College degree preferred
3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Company
LanceSoft, Inc.
Established in 2000, LanceSoft is a pioneer in delivering top-notch Global Workforce Solutions and IT Services to a diverse clientele.
5001-10000 employees
H1B Sponsorship
LanceSoft, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (55)
2024 (32)
2023 (23)
2022 (25)
2021 (60)
2020 (80)
Funding
Current Stage
Late StageLeadership Team
Ram Karuppusamy
Chairman & CEO
Simon Dealy
Chief Financial Officer
Company data provided by crunchbase