Trajan Wealth LLC
New Opportunity - Client Servicing Specialist - $50K per year
Trajan Wealth LLC, Scottsdale, Arizona, us, 85261
Job purpose
The Client Service Specialist is responsible for processing service items for existing Trajan® Wealth clients while providing excellent customer service with great attention to detail.
Duties and responsibilitiesAssist with ACH contributions and distributions from investment accounts and annuity contracts.Assistance with linking outside banks to investment accounts.Processing end of year Required Minimum Distributions (RMDs).Monitoring and processing investment account model changes and fee rate changes.Answer team inbound calls.Submit billing on account closures.Research and resolve issues that may arise with client accounts.Assist with additional projects as needed.Qualifications
High School Diploma or equivalent.Excellent written and verbal communication skills.Excellent customer service skills.Detail oriented.Proficient in Microsoft Office suite primarily email, calendar, and excel.Benefits
$50K base salary withFuture career growth opportunity.401(k) with a matching contribution up to 13%.United Healthcare PPO medical coverage for employees, paid by the company.Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.Generous holidays and PTO.
Come and join a team that is making a difference in their clients and employee's lives!
The Client Service Specialist is responsible for processing service items for existing Trajan® Wealth clients while providing excellent customer service with great attention to detail.
Duties and responsibilitiesAssist with ACH contributions and distributions from investment accounts and annuity contracts.Assistance with linking outside banks to investment accounts.Processing end of year Required Minimum Distributions (RMDs).Monitoring and processing investment account model changes and fee rate changes.Answer team inbound calls.Submit billing on account closures.Research and resolve issues that may arise with client accounts.Assist with additional projects as needed.Qualifications
High School Diploma or equivalent.Excellent written and verbal communication skills.Excellent customer service skills.Detail oriented.Proficient in Microsoft Office suite primarily email, calendar, and excel.Benefits
$50K base salary withFuture career growth opportunity.401(k) with a matching contribution up to 13%.United Healthcare PPO medical coverage for employees, paid by the company.Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.Generous holidays and PTO.
Come and join a team that is making a difference in their clients and employee's lives!