Client Servicing Specialist
3 days ago
We are seeking a highly detail-oriented and customer-focused Client Servicing Specialist to join our team at Trajan Wealth LLC. As a key member of our operations department, you will be responsible for processing service items for existing clients while providing exceptional customer service.
Duties and Responsibilities
- Process ACH contributions and distributions from investment accounts and annuity contracts with precision and accuracy.
- Assist in linking outside banks to investment accounts, ensuring seamless connectivity and client satisfaction.
- Monitor and process Required Minimum Distributions (RMDs) on behalf of our valued clients.
- Support the team by processing investment account model changes and fee rate changes in a timely manner.
- Answer inbound calls from clients and address their inquiries with professionalism and courtesy.
- Submit billing on account closures, maintaining accurate records and resolving any discrepancies.
- Research and resolve issues that may arise with client accounts, utilizing your analytical skills to find solutions.
- Collaborate with other teams as needed to support additional projects and initiatives.
- A High School Diploma or equivalent is required for this role.
- You must possess excellent written and verbal communication skills to effectively interact with clients and colleagues.
- Strong customer service skills are essential for success in this position.
- You should be detail-oriented and able to multitask with ease.
- Proficiency in Microsoft Office suite, particularly email, calendar, and Excel, is necessary for daily tasks.
Compensation Package
- The salary for this role is $50,000 per annum, reflecting the value we place on our employees' skills and dedication.
- We offer future career growth opportunities for those who excel in their roles.
- A 401(k) matching contribution up to 13% demonstrates our commitment to supporting your long-term financial goals.
- United Healthcare PPO medical coverage and Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and voluntary options provide comprehensive benefits for your well-being.
- We offer generous holidays and paid time off, allowing you to maintain a healthy work-life balance.
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