Client Services Representative - Houston, United States - Quest Trust Company

Description

Job Description

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 sessions
• Health Insurance: begins the 1st month after 60 days of full-time employment
• Paid Parental Leave: 12 weeks of 100% Paid Parental Leave available after one year of service
• Time-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 service
• Work from home:Eligible for hybrid work schedule and 2 paid vacation days after successful completion of new hire training
• Enhance skills:Offers an extensive training program for new hires

RESPONSIBILITIES:

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 clients
• Communicating 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 Company
• Utilizing our Salesforce platform to log client account transfer information
• Assisting clients with general or complex questions regarding their IRA transfers/rollovers with up-to-date industry knowledge
• Performingother job-related duties as required

REQUIREMENTS:

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 tasks
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
• Type minimum 55-60 WPM (from our preferred link: )
  • Attach screenshot of results to resume
• Adaptableand able to work well in a team environment
• Strong problem-solving & data entry skills while handling confidential investment documents
• Excellent customer service
• Multi-tasking skills
• Detail oriented

EDUCATION & EXPERIENCE:

• A high school diploma is required
• An Associate degree is preferred
• A 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.