Beneficiary Wealth Transfer Specialist

A financial services consulting firm is looking for a Beneficiary Services Specialist to assist clients through the inheritance process. This role involves providing dedicated support and facilitating seamless communication to ensure high-quality service. Candidates should have Series 7 and 66 certifications, excellent communication skills, and the ability to manage multiple requests efficiently. Experience in the financial services industry is preferred.

Join a diverse team committed to quality and integrity in a supportive environment.
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