Client Services Specialist - Scottsdale, AZ

Client Services Specialist – Scottsdale, Arizona About the Quantum Group The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client‑centric insurance solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve their professional goals. Job Summary Reporting to the Operations Director, this position is responsible for assisting with reporting, day‑to‑day processing, and providing administrative support to ensure effective and efficient operations. Responsibilities Support the issuance and processing of our line of fixed annuity products Assist with resources in daily workflow systems Prepare various reports as requested Data entry as part of our application process Recommend process improvements if needed Test new carrier and in‑house technology enhancements into infrastructure to ensure our clients have a smooth experience Office support services for New Business Organization and Agent Support as needed Receive, direct and relay phone messages, emails and faxes as they are received in the operations department Assist with correspondence and package distribution within the team Help maintain the general scanning and filing system used in the department Desired Skills and Experience 2‑5 years of administrative experience required Experience in an investment or insurance environment preferred Series 6, 7, 63, 65, 66 or Life and Health Licenses a plus but not required Excellent customer service, accuracy, follow‑up skills and the ability to work as a team Typing 10key and MS Office proficiency Solid written and oral communication skills and the ability to interact with all levels of the organization Must possess sound judgment, be proactive, and maintain a professional demeanor Experience with workflow systems, notably Salesforce, a plus Benefits Medical/Dental/Vision Insurance 401(k) Retirement Plan Paid Holidays PTO Community Service PTO

FSA/HSA

Life Insurance Short‑Term and Long‑Term Disability Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. #J-18808-Ljbffr Insurance Administrative Solutions, L.l.c.