Client Liaison Executive

U S MONEY RESERVE INC•Scottsdale, AZ

23h•Onsite

About The Position

U.S. Money Reserve, a leading precious metals dealer, is looking for a Client Liaison Executive to join its Retirement Accounts Division in Scottsdale. This is not a back-office processing seat. You help clients secure a portion of their retirement savings in physical gold and silver — guiding every transaction from discovery call to funded account. You work hand-in-hand with Account Executives, who bring the relationship, while you bring the retirement account expertise that gets the transaction across the finish line. If you’ve ever wanted a role where deep financial knowledge directly supports both the client and the business — and where your results are reflected in what you earn — this is it.

Requirements

Bachelor’s degree in Finance, Accounting, Economics. Or equivalent related work experience in financial services, wealth management, or custodial services
Strong working knowledge of retirement account types, IRS distribution rules, and transfer/rollover mechanics
Solid understanding of investment and annuity products
Strong verbal and written communication — able to simplify complex financial and procedural concepts for clients while establishing trust and credibility
High attention to detail and able to manage a high volume of concurrent transactions without letting anything slip
Comfort learning proprietary internal systems quickly
Energy, ambition, and a drive to be the best at what you do — not just adequate
You work well under pressure — not just client-facing pressure, but the internal expectation that your performance and your standards reflect the team you’re on

Nice To Haves

Experience working with annuity products and understands various contract provisions
Series 65, Series 7, or other relevant FINRA registrations (not required, but valued)

Responsibilities

Coordinate retirement rollovers, transfers, IRA liquidations, annuity surrenders, and new IRA account openings on behalf of clients investing in physical precious metals
Manage the transfer process between clients, existing custodians, and the company’s custodial partner — owning the transaction from start to finish
Review daily custodial reports, identify next steps, and resolve discrepancies before they become delays
Work through challenges and roadblocks using product knowledge and professional poise to keep transactions moving forward and the client engaged
Work closely with Account Executives and clients, providing real-time status updates and clearing obstacles so every transaction closes on time
Increase transaction values when the opportunity naturally presents itself during client conversations
Maintain detailed, accurate records for every transaction in internal tracking systems