Client Services - New Business Specialist - $58K Base Salary Plus Bonus

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.

Role Overview

The Client Services- New Business Specialist is responsible for the accurate and timely processing of all new applications received all the way through funding and investment.

Duties and responsibilities

• Accurately process all new investment account applications


• Accurately process all new Annuity applications


• Manage between 30-50 cases on a weekly basis


• Accurately enter and update client data into CRM


• Follow up and resolve cases that are not in good order or need additional information


• Coordinate and complete conference calls between clients and delivery firms


• Maintain and update financial accounts as needed within CRM


• Provide advisor and client support


• Work with investment team members to ensure timely investment of client accounts


• Responsible for funding each client account (assets under management and annuity)

Qualifications

• Associates degree or higher


• Preferred 2 years' experience in financial services (application processing a plus)


• Excellent written and verbal communication skills


• Excellent customer service skills.


• Detailed oriented


• Proficient in Microsoft Office suite primarily email, calendar and excel

Benefits

• $58,000 base salary plus monthly production bonus


• 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.


• Future career growth opportunity.

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