New Business Specialist: Client Onboarding & Funding
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-08-29
Listing for:
Trajan Wealth LLC
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Trajan Wealth LLC in Scottsdale, AZ is seeking a Client Services - New Business Specialist to accurately process new investment and annuity applications from intake to funding. You will enter data into CRM, coordinate calls, and support advisors and clients to ensure timely onboarding.
The role requires an associate degree or higher, strong communication and customer service skills, and proficiency with Microsoft Office; prior experience in financial services is a plus.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×