Customer Service Officers

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!

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