Client Services Specialist
5 days ago
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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