Client Services Service Specialist

Job overview

The Client Services Service Specialist role is onsite in Scottsdale, AZ, with a base salary of $55,000 per year plus a monthly production bonus; the posting states a $300–$500 monthly average. Trajan Wealth is a registered investment adviser with an integrated wealth management, estate planning, and tax strategy model. The specialist processes service requests for existing clients and resolves account issues with careful, responsive customer service. The work supports accurate investment account administration and coordination with the firm’s in-house estate team.

What you'll do

• Process ACH contributions and distributions from investment accounts and annuity contracts
• assist with linking outside banks to investment accounts
• process year-end required minimum distributions
• monitor and process investment account model and fee-rate changes
• coordinate registration and beneficiary updates with the in-house estate team
• answer inbound team calls
• research and resolve client account issues
• assist with additional projects as needed.

What we're looking for

Skills & competencies

client services

service specialist

investment operations

client account processing

ach transactions

required minimum distributions

annuity contracts

scottsdale az

trajan wealth

$55,000/year base

$300–$500 monthly bonus average

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• Monthly production bonus
• 401(k) with matching contribution up to 13%
• company-paid United Healthcare PPO medical coverage
• dental and vision
• short- and long-term disability
• life insurance
• voluntary benefits
• holidays and paid time off.

Why this role

Associate degree or higher required; financial services experience is preferred, with investment operations, brokerage, RIA, or account processing experience strongly preferred.

About the employer

Trajan Wealth LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.