"Fantastic" Jr., Client Services Specialist- $20.00
Company: Trajan Wealth LLC
Posted on: May 3, 2021
Would you like to join a company that is fast growing, has great
leadership and fun co-workers; then join Trajan Wealth LLC.
We are looking for a dedicated Jr., Client Services Specialist
that can grow with us. The right candidate will be detail oriented
and have exceptional problem-solving skills, great customer service
and a team player.
- Data Entry into CRM
- Responsible for any administrative task including, copying,
scanning and faxing.
- Assist clients with resetting account passwords.
- Answer phone calls from clients and direct to appropriate
Client Services team member.
- Responsible for various administrative projects to support the
- High School Degree or Equivalent
- Excellent written and verbal communication skills
- Great customer service attitude
- Detail oriented
- Exceptional problem-solving skills
- Proficient with Microsoft Office primarily Email, Calendar,
Word and Excel
- One-year experience with CRM system; prefer Salesforce
- Competitive salary - $20.00 per hour
- 100% Company paid Medical Insurance for employee
- Dental, Vision, Life Insurance, Disability Insurance and many
other options available
Come and join a team that is making a difference in
clients and employee's lives!
Keywords: Trajan Wealth LLC, Scottsdale , "Fantastic" Jr., Client Services Specialist- $20.00, Other , scottsdale, Arizona
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