Client Services - Service Specialist

Trajan Wealth LLC; Scottsdale (AZ); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

401(k) with matching up to 13%

Health insurance

Dental & vision coverage

Disability insurance

Life Insurance

PTO and holidays

Job summary

Trajan Wealth LLC in Scottsdale, AZ seeks a Client Service Specialist to process service items for existing clients, delivering excellent customer service with meticulous attention to detail. You will support ACH contributions, account linking, and RMD processing while coordinating with our in-house estate team to ensure accurate registrations and beneficiary updates.

Ideal candidates have an associate degree or higher and strong written/verbal communication, plus a track record in financial

Qualifications

• Associate degree or higher required or equivalent experience.
• Excellent written and verbal communication skills.
• Detail-oriented with strong customer service focus.

Responsibilities

• Process service items for existing Trajan Wealth clients with accuracy.
• Assist with ACH contributions and distributions from accounts.
• Link outside banks to investment accounts and update registrations.
• Process year-end RMDs and monitor account model changes.
• Answer inbound team calls and resolve client issues.
• Collaborate with estate team on beneficiary updates.
• Support additional projects as needed.

Skills

Communication skills

Customer service

Attention to detail

Education

Associate degree or higher

Tools

Microsoft Office Suite

Job description

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!