Customer Service Specialist Job at Annexus Group, Scottsdale, AZ

Z0tib0Zxckk2aUViV2VoM0hrTDFWTlY3Q0E9PQ==
  • Annexus Group
  • Scottsdale, AZ

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.

Job Tags

Immediate start,

Similar Jobs

Powerwell

Senior Mechanical Engineer Job at Powerwell

 ...designers. Represent the firm at industry events, client meetings, and professional associations. Qualifications: ~ Bachelors Degree (B.S) in Mechanical engineering or related field. ~ Professional Engineer (P.E.) license required. ~10+ years of experience... 

HKS - Architekten GmbH

ARCHITEKT*IN (m/w/d) SCHWERPUNKT ENTWURFSPLANUNG Job at HKS - Architekten GmbH

 ...Architekturstudium und bringen Berufserfahrung in der Entwurfsplanung mit. Sehr gute CAD-Anwenderkenntnisse (vorzugsweise in ArchiCAD und BIM-Erfahrungen) sowie gute Anwenderkenntnisse in MS Office bzw. Office 365 zeichnen Sie aus.Eine selbststndige, strukturierte, detail-... 

Nonotuck Resource Associates, Inc.

Shared Living Provider (Franklin/Hampshire County, MA) Job at Nonotuck Resource Associates, Inc.

 ...Open Your Heart, Open Your Home, Caregiving with Love Nonotuck Resource Associates is a state-wide agency that has provided Shared Living since 1972 to people with intellectual and developmental disabilities; as well as adults with acquired brain injuries and elders.... 

Pape-Dawson Engineers

Project Manager - Hydrology/Hydraulics Job at Pape-Dawson Engineers

 ...community organizations to give back which is one of our core values. What can you expect on a daily basis? Perform watershed hydrologic analyses for planning, outfall master planning, flood control conveyance and detention facility design Perform hydrologic and... 

Jovie of Arvada, Broomfield + Colorado Springs

Summer Nanny/Babysitter Job at Jovie of Arvada, Broomfield + Colorado Springs

At Jovie Nannies, Sitters & Events, we connect exceptional caregivers with amazing families. While we don't have specific placements available right now , we anticipate a surge in demand for summer nannies and sitters. We're proactively building our team to ensure we...