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"Fantastic" Jr., Client Services Specialist- $20.00

Company: Trajan Wealth LLC
Location: scottsdale
Posted on: May 3, 2021

Job Description:

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.

Job Requirements:

  • 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 team


  • 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

Compensation Package:

  • Competitive salary - $20.00 per hour
  • 401(k)
  • Pension
  • 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 their

clients and employee's lives!

Keywords: Trajan Wealth LLC, Scottsdale , "Fantastic" Jr., Client Services Specialist- $20.00, Other , scottsdale, Arizona

Click here to apply!

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