Client Services Specialist

Integrity•Scottsdale, AZ

2d•Onsite

About The Position

The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve their professional goals. Reporting to the Operations Director, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative support to ensure effective and efficient operations. If you are an Operations or Back Office pro, this role is for you!

Requirements

2-5 years’ administrative experience required.
Excellent customer service, accuracy, follow up skills and the ability to work as a team
Typing /10 key and MS Office proficiency
Solid written and oral communications skills and the ability to interact with all levels of the organization
Must possess sound judgment, be proactive, and maintain a professional demeanor

Nice To Haves

Experience in an investment or insurance environment preferred
Series 6, 7, 63, 65, 66 OR Life and Health Licenses a plus but not required
Experience with workflow systems, notably Salesforce, a plus

Responsibilities

Support the issuance and processing of our line of fixed annuity products
Assist with resources in daily workflow systems
Prepare various reports as requested
Data entry as part of our application process
Recommend process improvements if needed
Test new carrier and inhouse technology enhancements into infrastructure to ensure our clients have a smooth experience
Office support services for New Business Organization and Agent Support as needed
Receive, direct and relay phone messages, emails and faxes as they are received in the operations department
Assist with correspondence and package distribution within the team
Help maintain the general scanning and filing system used in the department