*Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*
Job Summary:
As an Estate & Inheritor Services Specialist, you will play a crucial role in assisting clients with the transition of their assets during the inheritance process. You will provide dedicated support to clients, financial advisors, and other stakeholders, ensuring a seamless and empathetic experience.
Key Responsibilities:
Provide one-on-one support to clients throughout the inheritance process.
Proactively communicate with clients to keep them informed and address their concerns.
Process client service requests and ensure timely completion.
Research and resolve issues related to asset transfers and distributions.
Utilize Morgan Stanley systems to document and track case progress.
Adhere to compliance and regulatory requirements.
Collaborate with internal teams to ensure efficient processing.