Business Analyst II (Level 2)

 South Jordan, UT

Our client is looking for Business Analysts who has 3-4 years financial services industry experience including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes or would need a bachelors degree.


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 in order 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.


  • Financial Services


  • Bachelors


  • Years of experience: 3 years
  • Experience level:Experienced

Shift: First

Working hours: 8 AM - 5 PM

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