About this role

Provide outstanding service through phone support with complex inheritance/divorce-related issues via an inbound call center environment
Create a reliable support system for our advisors so they can easily navigate through estate-related inquiries on behalf of their clients
Take ownership and following through with complex and escalated cases that result in follow-up calls and processing
Ensure that requirements are being accurately communicated and answering questions related to the inheritance process
Use decision making and communication skills to process estate and divorce claims through to completion
Communicate in an empathetic and professional manner due to the sensitive nature of Estate and Divorce situations
Review documentation such as letters of testamentary, trust agreements, Qualified Domestic Relations Order, divorce decrees, and other estate-related paperwork as it pertains to both death and divorce situations

Associate Service Consultant

Key skills