Client Services Job at Annexus Group in Scottsdale

Annexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office.

Reporting to the Operations Manager, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative support to ensure effective and efficient operations. If you are an Operations or Back Office pro, this role is for you!

Responsibilities:

• Support the issue and processing of our line of fixed annuity products
• Support of daily workflow systems
• Assist / prepare various reports and presentations as needed
• Data entry
• Recommend and implement process changes to improve services
• Test new technology enhancements into infrastructure to ensuring all business and regulatory objectives are satisfied
• Office support services for New Business Organization and Agent support
• Receive, direct and relay internal and external communications
• Maintain the operations scanning/filing system

Desired Skills and Experience:

• 2+ years’ experience in an investment environment, 2-5 years administrative experience. One of: Series 6, 7, 63, 65, 66 OR Life and Health Licenses strongly desired.
• Excellent client service, quality, teamwork.
• Typing and 10 key proficiency.
• Detail oriented with high level of accuracy, follow up, and follow through
• Superior interpersonal, written and oral communications skills with the ability to interact with all levels within the organization and external partners.
• Posseses initiative, sound judgment, proactive, and professional demeanor. organized with strong coordinating, multi-tasking and problem-solving skills
• Proficient computer skills, including MS Office and Windows environment.
• Experience with workflow systems, Salesforce a plus

All applicants are required to take a PI Survey and are subject to a background check prior to hire.