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Beneficiary Services Analyst (Max $22/hr W2) at Lenmar Consulting Inc. — NeverHard

Beneficiary Services Analyst (Max $22/hr W2) at Lenmar Consulting Inc. in South Jordan, Salt Lake County. Apply on NeverHard.

Company
Lenmar Consulting Inc.
Location
South Jordan, Salt Lake County
Type
not_specified
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…