Client Services Specialist

Scottsdale

Annexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Representative. The Client Services role reports to the operatios manager and assists with reporting, day-to-day processing, and supporting issuing of our lines of business.  

 Responsibilities:

  • Support the issuance and processing of our line of fixed annuity products
  • Assist with resources in daily workflow systems
  • Prepare various reports as requested
  • Data entry as part of our application process
  • Recommend process improvements if needed
  • Test new carrier and inhouse technology enhancements into infrastructure to ensure our clients have a smooth experience
  • Office support services for New Business Organization and Agent Support as needed
  • Receive, direct and relay phone messages, emails and faxes as they are received in the operations department
  • Assist with correspondance and package distribution within the team
  • Help maintain the general scanning and filing system used in the department

Desired Skills and Experience:

  • 2-5 years administrative experience required. Experience in an investment environment a plus
  • Series 6, 7, 63, 65, 66 OR Life and Health Licenses also a plus but not a requirement
  • Excellent customer service, accuracy, follow up skills and the ability to work as a team
  • Typing /10 key and MS Office proficiency
  • Solid written and oral communications skills and the ability to interact with all levels of the organization
  • Must posess sound judgment, be proactive, and maintain a professional demeanor
  • 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. We offer a competitive compensation and benefits package including health and 401(k). Equal Opportunity Employer.

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