Business Development Associate
5 days ago
The Client Service Specialist is a key role at Trajan Wealth LLC, responsible for delivering exceptional customer service to existing clients while processing service items with great attention to detail.
Key Responsibilities:
- Process ACH contributions and distributions from investment accounts and annuity contracts.
- Assist clients with linking outside banks to their investment accounts.
- Monitor and process Required Minimum Distributions (RMDs) for clients.
- Process investment account model changes and fee rate changes.
- Provide excellent customer service via inbound calls.
- Submit billing for account closures.
- Research and resolve issues with client accounts.
- Support additional projects as needed.
Requirements:
- High School Diploma or equivalent.
- Excellent written and verbal communication skills.
- Exceptional customer service skills.
- Detail-oriented with a focus on accuracy.
- Proficient in Microsoft Office suite, particularly email, calendar, and Excel.
Compensation and Benefits:
- $50K base salary.
- Future career growth opportunities.
- 401(k) plan with matching contribution up to 13%.
- United Healthcare PPO medical coverage for employees, provided by the company.
- Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and voluntary options.
- Generous holidays and Paid Time Off (PTO).
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