eTeam · 13 hours ago
Financial Operations Support
Sandy, UT
Contract
Onsite
Mid Level
3+ years expeTeam is a company that specializes in financial operations, and they are seeking a Financial Operations Support Specialist. This role involves assisting clients during the inheritance process by providing dedicated support and ensuring a high level of customer service.
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 •• 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/FINRA, 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)
3-4 years financial services industry experience including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
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 of E•TRADE from ••• 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
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam 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 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Chief Customer Officer
Recent News
2025-11-19
2025-08-21
Company data provided by crunchbase