Wealth Client Experience Specialist
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-08-04
Listing for:
Trajan Wealth LLC
Full Time
position Listed on 2026-08-04
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Trajan Wealth LLC is seeking a Client Service Specialist in Scottsdale to support existing clients with precision and care. The role emphasizes excellent customer service, attention to detail, and coordination with the estate team to update registrations and beneficiaries.
You will handle ACH contributions, link external banks, process RMDs, and respond to client inquiries while supporting broader projects within the team.
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