Client Services - Service Specialist

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.

Job purpose

The Client Service 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

• Assist with ACH contributions and distributions from investment accounts and annuity contracts.


• Assistance with linking outside banks to investment accounts.


• Processing end of year Required Minimum Distributions (RMDs).


• Monitoring and processing investment account model changes and fee rate changes.


• Working with our in-house estate team to update registrations and beneficiaries on investment accounts and annuity contracts.


• Answer team inbound calls.


• Research and resolve issues that may arise with client accounts.


• Assist with additional projects as needed.

Qualifications

• Associate degree or higher.


• Preferred 2 years of experience in financial services; investment operations, brokerage, RIA, or account processing experience strongly preferred.


• Excellent written and verbal communication skills.


• Excellent customer service skills.


• Detail-oriented.


• Proficient in the Microsoft Office Suite, primarily Outlook, Calendar, and Excel.

Benefits

• $55,000 per year base salary plus monthly production bonus ($300-$500 monthly average)


• Future career growth opportunity.


• 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.

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