Client Services- New Business Specialist - plus bonus

Job Description

Job purpose

Trajan Wealth is a fast-growing Registered Investment Advisor (RIA) and estate planning firm committed to delivering personalized financial strategies. Our mission is to help individuals and families achieve long-term financial security through expert guidance, fiduciary integrity, and transparent service.

The New Business Specialist plays a key role in ensuring a seamless client onboarding experience by accurately and efficiently processing all new account applications-from initial submission through to funding and investment. This position is critical to maintaining our high standards of client service and operational excellence.

This role is in office at our Scottsdale Corporate location.

Duties and responsibilities

Accurately process all new Assets Under Management (AUM) and annuity applications.

Manage 30-50 client cases weekly, ensuring timely and accurate handling.

Enter and maintain client information in Salesforce (CRM) with a high level of accuracy.

Follow up on cases that are not in good order (NIGO), coordinate with internal employees, clients, custodians, annuity carriers, and contra firms to obtain required information.

Schedule and facilitate conference calls between clients and delivery firms as needed.

Update and maintain financial account records within the CRM system.

Provide ongoing support to advisors and clients, addressing inquiries and service needs.

Collaborate with the investment team to ensure the timely investment of client funds.

Oversee the funding process for each client account, including both AUM and annuity assets.

Qualifications

Bachelors Degree preferred

Minimum of 2 years of experience in financial services preferred; experience with application processing is a plus.

Strong written and verbal communication skills.

Excellent customer service and interpersonal skills.

High attention to detail and strong organizational abilities.

Proficient in Microsoft Office Suite, with emphasis on Outlook (email and calendar) and Excel.

Benefits

$57K starting base plus monthly 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.

Come and join a team that is making a difference in their clients and employee's lives!

Full-time