Job Description

Job Title: Beneficiary Services Specialist

Location: Sandy, UT 84070

Work Model: Fully Onsite (5 days/week)

Interview: One round, onsite only

Pay Rate: $22.50/hr W2



Job Summary:

The client is seeking a Beneficiary Services Specialist to support clients through the inheritance and asset transition process. This role serves as a subject matter expert, partnering with clients, financial advisors, and internal teams to ensure accurate, timely, and empathetic handling of beneficiary-related requests in a high-volume, fast-paced environment.



Key Responsibilities:





  • Provide one-on-one support to clients and beneficiaries throughout the inheritance process




  • Communicate proactively via phone and email, ensuring transparency a...

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