Client Services Specialist

Client Services Specialist – Scottsdale, AZ

We are looking for a Client Services Specialist to support day‑to‑day operations and reporting for the Quantum Group.

Reporting to the Operations Director, this role assists with reporting, processing, and providing administrative support to ensure effective and efficient operations.

• Support the issuance and processing of our line of fixed annuity products.
• Assist with resources in daily workflow systems.
• Prepare various reports as requested.
• Perform data entry as part of the application process.
• Recommend process improvements when needed.
• Test new carrier and in‑house technology enhancements to ensure smooth client experience.
• Provide office support services for New Business Organization and Agent Support as needed.
• Receive, direct, and relay phone messages, emails, and faxes to the appropriate recipients.
• Assist with correspondence and package distribution within the team.
• Help maintain the general scanning and filing system used in the department.

• 2–5 years of administrative experience.
• Experience in an investment or insurance environment preferred.
• Series6,7,63,65,66 or Life and Health licenses a plus but not required.
• Excellent customer service, accuracy, follow‑up skills and teamwork ability.
• Typing speed of 10 words per minute and MS Office proficiency.
• Strong written and oral communication skills, able to interact with all organization levels.
• Sound judgment, proactive, and professional demeanor.
• Experience with workflow systems, notably Salesforce, a plus.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.