Specialized Trust Company Client Service Specialist

Job Description

Job Description

Specialized Trust Company Client Service Specialist (Self-Directed IRAs)

Location (In-Office)
Specialized Trust Company
6100 Indian School Rd NE, Suite 215
Albuquerque, NM 87110

Compensation
$16.50 per hour

Position Summary
Specialized Trust Company is seeking a detail-oriented and customer-focused Client Service Specialist to join our growing team. This role is essential in delivering an exceptional client experience by supporting our call center operations and guiding clients through their self-directed IRA transactions.

The ideal candidate thrives in a fast-paced environment, communicates confidently, and takes ownership of client needs from start to finish. This position plays a key role in maintaining service excellence, operational efficiency, and regulatory compliance.

What You’ll Do

As a Client Service Specialist, you will serve as a trusted resource for clients, partners, and internal teams by:

• Delivering exceptional customer service to prospective and existing clients through inbound and outbound communications
• Handling inquiries from clients, attorneys, title companies, and investment sponsors
• Assisting clients with account activity including:
  • Investment processing and walkthroughs
  • Contributions and distributions
  • Bill payments and account transactions
• Conducting proactive follow-up on outstanding items to resolve deficiencies and ensure timely processing
• Supporting fee collection activities
• Clearly explaining company policies, procedures, and account guidelines
• Providing general guidance regarding IRS regulations and potential prohibited transactions (non-advisory)
• Effectively addressing client concerns and escalating complex issues when needed
• Taking full ownership of escalated cases, ensuring resolution and follow-through
• Maintaining compliance with all company policies and service standards
• Contributing to team success and participating in additional projects as assigned

What We’re Looking For

Core Competencies:

• Strong problem-solving and analytical skills
• Excellent communication and interpersonal abilities
• High level of customer/client focus
• Ability to work both independently and collaboratively
• Strong time management and organizational skills
• Proactive mindset with a sense of ownership and initiative
• Comfortable navigating technical systems and processes

Why Join Specialized Trust Company?

• Be part of a growing organization in the self-directed retirement industry
• Work in a role where you can make a meaningful impact on client success
• Collaborative, team-oriented environment focused on excellence
• Opportunity to build expertise in alternative investments and retirement solutions

Ideal Candidate Profile

• Experience in customer service, financial services, or call center environments preferred
• Interest or background in retirement accounts, IRAs, or alternative investing is a plus
• Ability to explain complex information in a clear and approachable way

If you’re passionate about delivering top-tier client service and want to grow your career in a specialized financial services environment, we’d love to hear from you.

 

\nCompany Description

Specialized Trust Company is a boutique financial services firm dedicated to empowering clients to take control of their financial future through self-directed investing. We specialize in providing administrative and custodial services for retirement accounts, education savings accounts, health savings accounts, and 401(k) plans—allowing clients to invest in alternative assets such as real estate, notes, mortgages, trust deeds, precious metals, and other permissible investments under IRS guidelines.

Company Description

Specialized Trust Company is a boutique financial services firm dedicated to empowering clients to take control of their financial future through self-directed investing. We specialize in providing administrative and custodial services for retirement accounts, education savings accounts, health savings accounts, and 401(k) plans—allowing clients to invest in alternative assets such as real estate, notes, mortgages, trust deeds, precious metals, and other permissible investments under IRS guidelines.