Client / Customer Care Rep
Trajan Wealth LLC
Trajan Wealth LLC is seeking a Client Service Specialist in Scottsdale to support existing clients with precision and care. The role emphasizes excellent customer service, attention to detail, and coordination with the estate team to update registrations and beneficiaries.
You will handle ACH contributions, link external banks, process RMDs, and respond to client inquiries while supporting broader projects within the team.
#J-18808-Ljbffr Trajan Wealth LLC
Vacancy posted 3 days ago
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