Client Services - Service Specialist

Trajan Wealth • Scottsdale, AZ

10d • Onsite

About The Position

About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Requirements

• Associate degree or higher.
• Excellent written and verbal communication skills.
• Excellent customer service skills.
• Detail-oriented.
• Proficient in the Microsoft Office Suite, primarily Outlook, Calendar, and Excel.

Nice To Haves

• 2 years of experience in financial services; investment operations, brokerage, RIA, or account processing experience strongly preferred.

Responsibilities

• Assist with ACH contributions and distributions from investment accounts and annuity contracts.
• Assistance with linking outside banks to investment accounts.
• Processing end of year Required Minimum Distributions (RMDs).
• Monitoring and processing investment account model changes and fee rate changes.
• Working with our in-house estate team to update registrations and beneficiaries on investment accounts and annuity contracts.
• Answer team inbound calls.
• Research and resolve issues that may arise with client accounts.
• Assist with additional projects as needed.

Benefits

• $55,000 per year base salary plus monthly production bonus ($300-$500 monthly average)
• Future career growth opportunity.
• 401(k) with a matching contribution up to 13%.
• United Healthcare PPO medical coverage for employees, paid by the company.
• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
• Generous holidays and PTO.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree