Client Services - Service Specialist - 55K Base Plus Bonus

Duties and responsibilities

• Assist with ACH contributions and distributions from investment accounts and annuity contracts.
• Aid in linking outside banks to investment accounts.
• Process end of year Required Minimum Distributions (RMDs).
• Monitor and process investment account model changes and fee rate changes.
• Collaborate 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.
• Support additional projects as needed.

Qualifications

• A High School Diploma or equivalent.
• Excellent written and verbal communication skills.
• Outstanding customer service skills.
• Strong attention to detail.
• Proficiency in Microsoft Office suite, particularly email, calendar, and Excel.

Benefits

• $55,000 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 other voluntary options.
• Generous holidays and paid time off.
• Opportunities for future career growth.