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Keywords: New Opportunity - Client Servicing Specialist - 50K per year, Location: Scottsdale, AZ

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New Opportunity - Client Servicing Specialist - 50K per year

Job purpose The Client Service Specialist is responsible for processing service items for existing Trajan® Wealth... to investment accounts. Processing end of year Required Minimum Distributions (RMDs). Monitoring and processing investment account...

Company: Trajan Wealth
Location: Scottsdale, AZ
Posted Date: 19 Oct 2024
Salary: $50000 per year

New Opportunity - Client Servicing Specialist - $50K per year

Job purpose The Client Service Specialist is responsible for processing service items for existing Trajan® Wealth... to investment accounts. Processing end of year Required Minimum Distributions (RMDs). Monitoring and processing investment account...

Company: Trajan Wealth
Location: Scottsdale, AZ
Posted Date: 19 Oct 2024
Salary: $50000 per year