Customer Services Specialist - Series 7 & (66 or 63 or 65)

Company: SGA
Location: Sandy
Posted on: January 14, 2026

Job Description:

Job Description Job Description Software Guidance & Assistance, Inc., (SGA), is searching for a Beneficiary Services Specialist for a CONTRACT assignment with one of our premier Financial Services clients in Sandy, UT. Beneficiary Services is a specialized team designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for firm 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 in a virtual branch environment. Responsibilities : Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills. Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. Process & follow up client service requests to ensure completion in a timely manner. Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up. Provide world class customer service to both internal and external clients in all interactions Research and resolve problems with both internal and external clients accurately and in a timely manner Leverage firm systems and ensure all case interactions are appropriately entered and documented Actively manage, monitor, and document daily case load by utilizing various technology resources Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation Other ad hoc duties as assigned Required Skills : Series 7 and 66 required (or 63 & 65) Basic clerical and administrative skills Effective written and verbal communication skills Excellent interpersonal and client service skills Organizational skills, attention to detail and excellent follow up skills Ability to research and resolve problems and service inquiries and escalate when appropriate Ability to efficiently handle a high volume of requests in a fast paced environment Strong computer skills including Microsoft Suite Basic knowledge of firm systems and procedures Be self-motivated and able to work in a strong team and high activity environment. Preferred Skills : College degree preferred 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes. Company Description SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ . SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy. Company Description SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .\r\n\r\nSGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.

Keywords: SGA, Portland , Customer Services Specialist - Series 7 & (66 or 63 or 65), Customer Service & Call Center , Sandy, Oregon