Client Services - Service Specialist

Duties And Responsibilities

• Aid with ACH contributions and distributions from investment accounts and annuity contracts.
• Provide assistance with linking outside banks to investment accounts.
• Process end of year Required Minimum Distributions (RMDs).
• Maintain and process investment account model changes and fee rate adjustments.
• Collaborate with the in-house estate team to update registrations and beneficiaries on investment accounts and annuity contracts.
• Answer incoming calls from clients.
• Investigate and address any issues that may arise with client accounts.
• Assist with other assigned projects.

Qualifications

• Associate degree or higher.
• Prior experience in financial services, particularly in areas like investment operations, brokerage, RIA, or account processing, is preferred.
• Strong written and verbal communication skills.
• Exceptional customer service skills.
• High level of detail orientation.
• Proficiency in Microsoft Office Suite, specifically Outlook, Calendar, and Excel.

Benefits

• $55,000 per year base salary plus monthly production bonus ($300-$500 monthly average).
• Future career growth opportunities within the company.
• 401(k) plan with a matching contribution up to 13%.
• United Healthcare PPO medical coverage for employees, provided by the company.
• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and various voluntary benefits.
• Generous holiday schedule and paid time off.

Pay

$55,000 per year base salary plus monthly production bonus ($300-$500 monthly average).

Schedule

Full-time position.