Client Services Specialist

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 operations manager and assists with reporting, day-to-day processing, and supporting issuing of our lines of business.

• 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

• 2-5 years’ administrative experience required. Experience in an investment environment preferred
• Series 6, 7, 63, 65, 66 OR Life and Health Licenses a plus but not 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
• Experience with workflow systems, notably 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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