Client Services - New Business Specialist

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. We offer a fully integrated, in-house model combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax, all under one fiduciary standard—the Family Office.

About the role

The Client Services - New Business Specialist is responsible for the accurate and timely processing of all new applications received through funding and investment.

Responsibilities

• Accurately process all new investment account applications
• Accurately process all new Annuity applications
• Manage between 30-50 cases on a weekly basis
• Accurately enter and update client data into CRM
• Follow up and resolve cases that are not in good order or need additional information
• Coordinate and complete conference calls between clients and delivery firms
• Maintain and update financial accounts as needed within CRM
• Provide advisor and client support
• Work with investment team members to ensure timely investment of client accounts
• Responsible for funding each client account (assets under management and annuity)

Requirements

• Associates degree or higher
• Preferred 2 years' experience in financial services (application processing a plus)
• Excellent written and verbal communication skills
• Excellent customer service skills
• Detailed oriented
• Proficient in Microsoft Office suite, primarily email, calendar, and Excel

Benefits

• $58,000 base salary plus monthly production bonus
• 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
• Future career growth opportunity