Associate, Estate Settlement

Estates Associates are responsible for helping family, loved ones or designated representatives manage the financial wishes of our valued customers after they have passed away. Serve as service experts, provide assistance during difficult times, and help navigate through the estate process across all Capital One products. 

Responsible for handling incoming communications from deceased representatives, this includes but not limited to triaging concern or inquiry to the appropriate corresponding case, handling administrative tasks and owning all customer related communications such as written and phone calls.

Coordinate directly with deceased representatives of banking customers to allocate their asset to the appropriate party 

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