Client Services Specialist - Scottsdale, AZ

About The Quantum Group

The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve their professional goals.

Job Summary

Reporting to the Operations Director, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative support to ensure effective and efficient operations. If you are an Operations or Back Office pro, this role is for you! Join us IN OFFICE in our North Scottsdale location!

Responsibilities

• Support the issuance and processing of our line of fixed annuity products
• Aid with resources in daily workflow systems
• Prepare various reports as requested
• Data entry as part of our application process
• Recommend process improvements if needed
• Test new carrier and inhouse technology enhancements into infrastructure to ensure our clients have a smooth experience
• Office support services for New Business Organization and Agent Support as needed
• Receive, direct and relay phone messages, emails and faxes as they are received in the operations department
• Aid with correspondence and package distribution within the team
• Help maintain the general scanning and filing system used in the department

Desired Skills And Experience

• 2-5 years’ administrative experience required. Experience in an investment or insurance environment preferred
• Series 6, 7, 63, 65, 66 OR Life and Health Licenses a plus but not required
• Excellent customer service, accuracy, follow up skills and the ability to work as a team
• Typing /10 key and MS Office proficiency
• Solid written and oral communications skills and the ability to interact with all levels of the organization
• Must possess sound judgment, be proactive, and maintain a professional demeanor
• Experience with workflow systems, notably Salesforce, a plus

Benefits

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability