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Integrity · 2 hours ago

Client Services Specialist

Scottsdale, AZ

Full-time

Onsite

Entry, Mid Level

2+ years exp

The Quantum Group, an Integrity company, provides comprehensive financial advisory solutions. The Client Services Specialist will assist with reporting, processing, and administrative support to ensure efficient operations.

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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 correspondence and package distribution within the team

Help maintain the general scanning and filing system used in the department

Qualification

Administrative experienceCustomer serviceMS Office proficiencySalesforceSound judgmentProactive demeanorWritten communicationOral communicationTeamwork

Required

2-5 years' administrative experience required

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 possess sound judgment, be proactive, and maintain a professional demeanor

Preferred

Experience in an investment or insurance environment

Series 6, 7, 63, 65, 66 OR Life and Health Licenses

Experience with workflow systems, notably Salesforce

Benefits

Competitive compensation package

Benefits that make work more fun and give you and your family peace of mind

Company

Integrity

Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Founded in 2006

Dallas, Texas, USA

5001-10000 employees