Financial Operations Specialist
3 days ago
The Client Service Specialist role at Trajan Wealth LLC involves delivering exceptional client service while processing various tasks with precision.
Responsibilities:
- Process financial transactions related to client accounts.
- Facilitate communication between clients and external banks.
- Manage RMDs and other account-related duties.
- Administer investment account changes and updates.
- Provide outstanding customer service via phone.
- Timely submit billing for closed accounts.
- Address client account concerns and resolve issues.
- Support special projects and initiatives.
Requirements and Compensation:
- High school diploma or equivalent required.
- Strong written and verbal communication skills.
- Superior customer service skills.
- Attention to detail with a focus on accuracy.
- Proficiency in Microsoft Office, particularly email, calendar, and Excel.
Benefits:
- $50K base salary.
- Potential for career growth.
- 401(k) plan with employer match up to 13%.
- United Healthcare PPO medical insurance for employees.
- Access to dental, vision, disability, and life insurance benefits.
- Generous holiday and PTO package.
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