Client Services - New Business Specialist - $58K Base Salary Plus Bonus
$58,000–$58,000 year
On-siteScottsdale, Arizona, United States
Job Summary
Process all new investment and annuity applications from receipt through funding and investment. Manage 30-50 weekly cases by accurately entering client data into the CRM, resolving incomplete orders, and coordinating conference calls between clients and delivery firms. Maintain financial accounts and provide advisor and client support to ensure timely account funding. Requires an associate's degree, two years of financial services experience, and proficiency in Microsoft Office. Join Trajan Wealth, a $3 billion AUM firm integrating fee-only wealth management, estate planning, and tax strategy under one fiduciary standard.
Required Qualifications
- Associates degree or higher
- Excellent written and verbal communication skills
- Excellent customer service skills
- Detailed oriented
- Proficient in Microsoft Office suite primarily email, calendar and excel
Desired Qualifications
- Preferred 2 years' experience in financial services (application processing a plus)
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