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Client Liaison/Documentation Specialist

Company: American Research Bureau
Location: Salt Lake City
Posted on: November 22, 2021

Job Description:

Company Information
American Research Bureau specializes in locating next of kin and providing documentation to establish entitlement. Since 1935, we have successfully connected tens of thousands of heirs with their lawful inheritances. Our skillful research, knowledge of estate law, and proven investigative techniques have made us the trusted leader in international probate research.

Role Summary
The Client Liaison/Documentation Specialist is responsible for delivering ARB's core services to clients to help establish them as lawful heirs in a court of law. This position is a critical component in overall case processing that acts as a liaison between the client and attorney, collecting/preparing appropriate documentation, and ensuring cases are completed in a timely manner.

Key Responsibilities
Completes initial evaluation of a case and prepares a documentation plan to prove entitlement of ARB clients and adjusts the plan as needed
Prepares reports for clients
Acts as the liaison between the client and attorney by addressing client calls and emails, resolving basic concerns, and handling status questions in a friendly, professional, and courteous manner
Coordinates the completion of appropriate forms promptly by clients
Interviews clients for genealogical information and complete basic research
Orders and receives documents from applicable parties
Prepares and completes clear and accurate charts and document lists that are used by clients and attorneys to prove entitlement
Prepares letters to forward information needed to attorneys
Knows and understands governing succession laws in each situs assigned
Effectively tracks, documents, and uploads all case information in ARB's information system
Drafts affidavits or declarations as needed

Core Qualifications
Bachelor's degree or equivalent work experience
Education and/or experience in the customer service, legal field, genealogy, or history is preferred
Basic understanding of genealogical methods and sources, preferred
Excellent verbal and written communication
Excellent interpersonal and customer service skills
Proficient with computers
Ability to prioritize and manage tasks effectively
Ability to work independently and as a group
Comfortable speaking with a variety of people on the telephone
Loves problem-solving

Why You'll Love Working At ARB
You'll work alongside a dedicated team of professionals that find fulfillment in making a difference in the lives of many families. View our amazing team at

In addition, we offer:
Open vacation policy
Company-paid employee medical and dental premiums
Generous HSA match
Company-paid life and disability insurance
401(k) plan and excellent company match
Paid federal holidays
Paid parental leave
Monthly onsite chair massages
Monthly Lunch & Learns
Stocked break room full of snacks and drinks
Free gym membership

And more!

EEOC Information
ARB is an Equal Opportunity Employer. As such, it adheres to an employment policy that prohibits discriminatory practices or harassment against applicants or employees based on any legally impermissible factor(s) including, but not necessarily limited to, race, color, religion, creed, sex, national origin, age, citizenship, marital status, sexual orientation, gender, gender identity or expression, pregnancy, childbirth, disability, any protected military or veteran status, or any other category protected under federal, state, or local law. All applicants have rights under Federal Employment Laws, including the Family and Medical Leave Act (FMLA), Equal Employment Opportunity (EEO) and, Employee Polygraph Protection Act (EPPA).

Keywords: American Research Bureau, Salt Lake City , Client Liaison/Documentation Specialist, Other , Salt Lake City, Utah

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