Join our dynamic team for an unparalleled opportunity to collaborate directly with senior leadership and take ownership of the reporting and analytics process in a fast-paced, rapidly expanding company. This role reports to the Chief Operating Officer and offers an exhilarating chance to make a significant impact, driving strategic insights and contributing to the company's continued success. If you're ready to immerse yourself in an environment ...
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 change...
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 change...
