Client Services

Annexus is a leading financial institution that designs and distributes innovative investment and retirement solutions. We have an immediate opening for a Client Services Specialist in our North Scottsdale office. Reporting to the Operations Director, this position is responsible for assisting with reporting, day-to-day processing, and providing administrative support to ensure effective and efficient operations. If you are an Operations or Back Office pro, this role is for you! 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 Desired Skills and Experience: • 2-5 years’ administrative experience required. Experience in an investment or insurance 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. EOE. Job Type: Full-time Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Life insurance • Paid time off • Vision insurance Schedule: • Monday to Friday Supplemental Pay: • Bonus opportunities Ability to Relocate: • Scottsdale, AZ 85260: Relocate before starting work (Required) Work Location: In person