Senior Client Solution Specialist

We are looking for a Senior Client Solution Specialist to support Senior Estate Settlement Advisors in Cincinnati, OH. Key responsibilities include asset collection, spreadsheet preparation, and client relationship management. Ideal candidates bring significant experience in estate administration or probate law firm environments.

Skills

• estate administration
• client relationship management
• asset tracking
• document verification
• compliance management
• cash handling
• spreadsheet preparation
• sales support
• risk management
• report generation
• client onboarding
• issue escalation
• account administration
• trust administration
• wills administration
• vendor management
• appraiser coordination
• process improvement