Inheritance & Asset Transfer Specialist

A leading financial services organization in South Jordan, UT, seeks a Financial Representative (CSR) to support customers through inheritance and asset transfer processes. Candidates should have over 3 years in customer service, especially in banking or financial services, and strong communication skills. This role involves resolving inquiries, managing requests efficiently, and ensuring compliance with procedures. Join a reputable team focused on providing high-quality service and guidance during sensitive financial transitions. #J-18808-Ljbffr