CLIENT SERVICES

Company: Annexus Group
Location: Scottsdale
Posted on: November 11, 2024

Job Description:

Annexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office.
Reporting to the Operations Manager, 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!
Responsibilities:

• Support the issue and processing of our line of fixed annuity products
• Support of daily workflow systems
• Assist / prepare various reports and presentations as needed
• Data entry
• Recommend and implement process changes to improve services
• Test new technology enhancements into infrastructure to ensuring all business and regulatory objectives are satisfied
• Office support services for New Business Organization and Agent support
• Receive, direct and relay internal and external communications
• Maintain the operations scanning/filing system
  Desired Skills and Experience:
  • 2+ years' experience in an investment environment, 2-5 years administrative experience. One of: Series 6, 7, 63, 65, 66 OR Life and Health Licenses strongly desired.
  • Excellent client service, quality, teamwork.
  • Typing and 10 key proficiency.
  • Detail oriented with high level of accuracy, follow up, and follow through
  • Superior interpersonal, written and oral communications skills with the ability to interact with all levels within the organization and external partners.
  • Posseses initiative, sound judgment, proactive, and professional demeanor. organized with strong coordinating, multi-tasking and problem-solving skills
  • Proficient computer skills, including MS Office and Windows environment.
  • Experience with workflow systems, Salesforce a plus
    All applicants are required to take a PI Survey and are subject to a background check prior to hire.

Keywords: Annexus Group, Casa Adobes , CLIENT SERVICES, Other , Scottsdale, Arizona