Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual... Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity Keep current on SEC/Client...
Software Guidance & Assistance, Inc., (SGA), is searching for a Beneficiary Services Specialist for a CONTRACT... to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist...
Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual... Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity Keep current on SEC/Client...
. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients... Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity Keep current on SEC/Client...