New Opportunity - Scottsdale, United States - Trajan Wealth LLC

Description

Job Description

Job purpose

The Client Service Servicing Specialist is responsible for processing service items for existing Trajan Wealth clients while providing excellent customer service with great attention to detail.

Duties and responsibilities

• Process client contributions
• Process client distributions
• Process wire transfers and other money movement transactions
• Process end of year required minimum distributions
• Process investment account model changes
• Answer team inbound calls and enter appropriate service request in salesforce.
• Submit billing on account closures
• Research & Resolve issues that may arise with client accounts
• Assist with additional projects as needed

Qualifications

• Previous financial industry experience 2+ yrs
• Salesforce experience preferred
• Customer service experience 2+ yrs
• Excellent written and verbal communication skills
• Excellent customer service skills.
• Detailed oriented
• Proficient in Microsoft Office suite primarily email, calendar and excel

Benefits

• 401k with matching component up to 13%
• United Healthcare PPO Medical employee coverage paid by Company
• Delta Dental PPO and United Healthcare Vision
• Life Insurance, Short Term and Long Term Disability options
• Pet Insurance and much more
• Generous holidays and PTO

Come and join a team that is making a difference in their clients and employee's lives