Quest Trust Company
Client Services Representative
Quest Trust Company, Houston, Texas, United States, 77246
Quest Trust Company is a premier Self-Directed IRA custodian that administers IRA's for the purpose of investing in alternative investments, like real estate, notes, oil and gas, private placements, and more!
OVERVIEW:
The Client Services Representative is internally referred to as the Transfers Specialist and this role is responsible for aiding clients in transferring funds into or out of their retirement accounts at Quest Trust Company. Assist clients by conducting research, utilizing strategic thinking, and frequently communicating with both internal team members and clients via phone, email, and in-person interactions.
BENEFITS:
Here at Quest Trust Company, we are proud to offer a comprehensive and competitive benefits package that supports our employees' health, well-being, and success.
Growth:Excellent growth and professional development opportunities such as, online courses and other training sessionsHealth Insurance:begins the 1st month after 60 days of full-time employmentPaid Parental Leave:12 weeks of 100% Paid Parental Leave available after one year of serviceTime-Off:8 Paid Holidays, 10 paid vacation days after one year of service, increases to 15 days after five years of service (with the option to rollover 40 hours of vacation)Personal Time: 66 hours of personal time per year available the 1st month after 60 days of full-time employment (24 additional hours awarded in 2024)401(k):401(k) plan enrollment after one year of serviceWork from home:Eligible for hybrid work schedule and 2 paid vacation days after successful completion of new hire trainingEnhance skills:Offers an extensive training program for new hiresRESPONSIBILITIES:
As the Transfers Specialist, you'll be responsible for:
Maintaining established performance standards by coordinating the transfer of funds in and out of IRA accounts for both new and existing clientsCommunicating with internal departments, external IRA custodians and clients via phone calls, emails, or in person while delivering world famous customer service.Participating in and complying with all required firm and regulatory continuing education provided by Quest Trust CompanyUtilizing our Salesforce platform to log client account transfer informationAssisting clients with general or complex questions regarding their IRA transfers/rollovers with up-to-date industry knowledgePerformingother job-related duties as requiredREQUIREMENTS:
To be considered for the role of Transfers Specialist, here are the skills we're looking for:
Time-management skills with the ability to organize and prioritize tasksProficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)Type minimum 55-60 WPM (from our preferred link: https://www.keyhero.com/free-typing-test/ )
Attach screenshot of results to resume
Adaptableand able to work well in a team environmentStrong problem-solving & data entry skills while handling confidential investment documentsExcellent customer serviceMulti-tasking skillsDetail orientedEDUCATION & EXPERIENCE:
A high school diploma is requiredAn Associate degree is preferredA minimum of 6 months to 1 year of directly job-related experience
We believe that by building a diverse and inclusive workforce, we can better serve our clients, our industry, and our community. We seek to attract and retain the best talent from a variety of backgrounds and perspectives and are committed to providing a supportive and inclusive environment where all employees can thrive.
OVERVIEW:
The Client Services Representative is internally referred to as the Transfers Specialist and this role is responsible for aiding clients in transferring funds into or out of their retirement accounts at Quest Trust Company. Assist clients by conducting research, utilizing strategic thinking, and frequently communicating with both internal team members and clients via phone, email, and in-person interactions.
BENEFITS:
Here at Quest Trust Company, we are proud to offer a comprehensive and competitive benefits package that supports our employees' health, well-being, and success.
Growth:Excellent growth and professional development opportunities such as, online courses and other training sessionsHealth Insurance:begins the 1st month after 60 days of full-time employmentPaid Parental Leave:12 weeks of 100% Paid Parental Leave available after one year of serviceTime-Off:8 Paid Holidays, 10 paid vacation days after one year of service, increases to 15 days after five years of service (with the option to rollover 40 hours of vacation)Personal Time: 66 hours of personal time per year available the 1st month after 60 days of full-time employment (24 additional hours awarded in 2024)401(k):401(k) plan enrollment after one year of serviceWork from home:Eligible for hybrid work schedule and 2 paid vacation days after successful completion of new hire trainingEnhance skills:Offers an extensive training program for new hiresRESPONSIBILITIES:
As the Transfers Specialist, you'll be responsible for:
Maintaining established performance standards by coordinating the transfer of funds in and out of IRA accounts for both new and existing clientsCommunicating with internal departments, external IRA custodians and clients via phone calls, emails, or in person while delivering world famous customer service.Participating in and complying with all required firm and regulatory continuing education provided by Quest Trust CompanyUtilizing our Salesforce platform to log client account transfer informationAssisting clients with general or complex questions regarding their IRA transfers/rollovers with up-to-date industry knowledgePerformingother job-related duties as requiredREQUIREMENTS:
To be considered for the role of Transfers Specialist, here are the skills we're looking for:
Time-management skills with the ability to organize and prioritize tasksProficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)Type minimum 55-60 WPM (from our preferred link: https://www.keyhero.com/free-typing-test/ )
Attach screenshot of results to resume
Adaptableand able to work well in a team environmentStrong problem-solving & data entry skills while handling confidential investment documentsExcellent customer serviceMulti-tasking skillsDetail orientedEDUCATION & EXPERIENCE:
A high school diploma is requiredAn Associate degree is preferredA minimum of 6 months to 1 year of directly job-related experience
We believe that by building a diverse and inclusive workforce, we can better serve our clients, our industry, and our community. We seek to attract and retain the best talent from a variety of backgrounds and perspectives and are committed to providing a supportive and inclusive environment where all employees can thrive.