Heir Search & Client Relations Specialist

Heir Search & Client Relations Specialist

Compensation:USD $1,300-$1,800/month base + performance incentives (DOE)Location:Remote (South Africa or Latin America preferred)Schedule:Full-Time | US Eastern Time (9:00 AM - 6:00 PM ET) with flexibility for occasional evening/weekend availability

About the Company

Our client is a specialized investigations and asset recovery firm dedicated to reconnecting individuals and families with unclaimed assets across North America. Their work changes lives by helping rightful heirs recover funds ranging from thousands to millions of dollars through a highly ethical, compassionate, and time-sensitive process.

Role Overview

Our client is seeking an empathetic, emotionally intelligent professional to become the first point of contact for individuals who may be entitled to significant unclaimed assets.

This role combines relationship management, client education, and consultative sales. You'll be responsible for locating and engaging heirs, explaining a complex claims process with empathy and professionalism, and guiding them toward signing the necessary legal agreements.

Success in this role depends far more on emotional intelligence, communication skills, and trust-building ability than traditional sales experience. You'll receive extensive one-on-one training directly from the business owner, making this an excellent opportunity for someone with exceptional people skills who enjoys meaningful, high-impact work.

Why This Role Matters

Every conversation has the potential to change someone's life.

Many individuals you'll contact have no idea they're entitled to an inheritance or financial recovery. Others may be learning difficult family news for the first time. Your ability to communicate with compassion, professionalism, and confidence directly impacts whether those individuals receive life-changing financial assets.

Key Responsibilities
* Contact potential heirs and beneficiaries regarding unclaimed asset recovery opportunities.
* Build trust quickly through compassionate, professional, and confident communication.
* Educate clients on the recovery process and explain legal documentation clearly.
* Guide individuals through completing and signing required agreements.
* Manage follow-up communication with urgency while maintaining a high level of client care.
* Respond promptly to inbound calls, emails, and client enquiries.
* Maintain accurate CRM records and document all communication.
* Balance multiple active cases while ensuring every opportunity receives timely attention.
* Collaborate closely with the investigations team throughout the recovery process.
* Deliver an exceptional client experience while protecting confidentiality and maintaining ethical standards.

Hard Skills
* 2+ years of experience in client success, customer service, relationship management, account management, consultative sales, financial services, banking, insurance, legal support, healthcare, or another high-touch client-facing environment.
* Exceptional spoken and written English with a neutral, highly professional communication style.
* Comfortable working within CRM systems.
* Strong administrative and organizational skills.
* Excellent time management and ability to manage multiple priorities simultaneously.
* Ability to work independently in a fully remote environment.
* Availability to work US Eastern Time business hours.
* Flexibility to occasionally respond to important client enquiries outside standard business hours when active cases require immediate attention.

Soft Skills
* Outstanding emotional intelligence and empathy.
* Exceptional active listening skills.
* Calm, reassuring, and trustworthy communication style.
* Highly professional telephone presence.
* Strong judgment and discretion when handling sensitive conversations.
* Naturally compassionate while remaining confident and persuasive.
* Comfortable discussing financial matters professionally.
* Detail-oriented with excellent follow-through.
* Resilient and able to perform in a fast-paced, time-sensitive environment.
* Coachable with a genuine desire to learn a highly specialized industry.

About You

You're someone who naturally puts people at ease.

Whether your background is in customer success, banking, healthcare, legal services, financial services, or consultative sales, you know how to build trust quickly and communicate with professionalism and compassion.

You understand that every conversation matters. You remain composed during emotionally sensitive discussions, communicate with confidence, and enjoy helping people navigate important life events.

You don't need direct experience in asset recovery—our client will provide extensive one-on-one training—but you do need exceptional emotional intelligence, outstanding communication skills, and the ability to learn quickly.

Why This Opportunity

This is a rare opportunity to join a highly specialized business where your work genuinely changes people