Client Services Specialist — Wealth Management Operations

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

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