Job purpose

The Client Service Servicing Specialist is responsible for processing service items for existing Trajan® Wealth clients while providing excellent customer service with great attention to detail.

Duties and responsibilities

• Process client contributions
• Process client distributions
• Process wire transfers and other money movement transactions
• Process end of year required minimum distributions
• Process investment account model changes
• Answer team inbound calls and enter appropriate service request in salesforce.
• Submit billing on account closures
• Research & Resolve issues that may arise with client accounts
• Assist with additional projects as needed

Qualifications

• Previous financial industry experience 2 yrs
• Salesforce experience preferred
• Customer service experience 2 yrs
• Excellent written and verbal communication skills
• Excellent customer service skills.
• Detailed oriented
• Proficient in Microsoft Office suite primarily email, calendar and excel

Benefits

• 401k with matching component up to 13%
• United Healthcare PPO Medical employee coverage paid by Company
• Delta Dental PPO and United Healthcare Vision
• Life Insurance, Short Term and Long Term Disability options
• Pet Insurance and much more
• Generous holidays and PTO

Come and join a team that is making a difference in their clients and employee's lives!