Client Services Specialist

5 days ago


Scottsdale, Arizona, United States Annexus Group Full time

Annexus Group, a leading financial institution, is seeking a skilled Client Services Specialist to join their team in North Scottsdale. This role offers a competitive salary of $55,000 - $65,000 per year.

Reporting to the Operations Manager, this position plays a vital part in ensuring effective and efficient operations. If you have experience in an investment environment or administrative roles, this could be your next challenge.

Responsibilities:

  • Support the processing of fixed annuity products
  • Assist with daily workflow systems
  • Prepare reports and presentations as needed
  • Data entry and process improvement
  • Test technology enhancements for regulatory compliance
  • Provide office support services for New Business Organization and Agent support
  • Manage internal and external communications
  • Maintain the operations scanning/filing system

Requirements:

  • 2+ years' experience in an investment environment or 2-5 years in administrative roles
  • Excellent client service, quality, teamwork, and communication skills
  • Typing and 10 key proficiency, detail-oriented with high accuracy
  • Possess initiative, sound judgment, proactive, and professional demeanor
  • Proficient computer skills, including MS Office and Windows environment
  • Experience with workflow systems, Salesforce a plus


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