Senior Client Success Specialist - Sponsors and Platform (Remote)

Choose your next journey as a Senior Client Success Specialist- Sponsors and Platform with Millennium Trust Company and join a culture that empowers and where you can innovate. You will be celebrated, you will be challenged, and you can aspire to inspire. You are more than a colleague here; you are part of a COMMUNITY that goes ABOVE and BEYOND professionally and personally to make a difference.
Don't meet every single requirement? Here at Millennium, we believe there is NO "PERFECT" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
The Senior Client Success Specialist is responsible for supporting assigned Investment Sponsors, Platforms, Broker/Dealers and Banks as well as associated individual clients with Millennium Trust accounts while ensuring the highest quality of service. The primary responsibility of this role is to work directly with assigned contacts to develop and maintain positive relationships through telephone and email communication. The incumbent is also responsible for interacting with all necessary internal departments to on-board new relationships, answer inquiries related to assigned accounts and address client requests. This position is instrumental in growing and maintaining Institutional client relationships for Millennium Trust.

• Serve as a dedicated point of contact for assigned Investment Sponsors, Platforms, Broker/Dealers, Banks and associated individual clients
• Support and guide clients through account opening, the investment process, and ongoing activities
• Answer client inquiries regarding Millennium Trust products, services and fees in a timely and accurate manner
• Manage incoming and outgoing communications including phone queues and emails
• Handle all resolution cases from across the firm for the assigned sponsors as well as their client base.
• Share information gathered from conversations with clients with the Client Success Partner to provide insight into relationships and help drive future product enhancements
• Work cross-functionally with various departments within the business to maximize service
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Bachelor's Degree or its equivalent
• CISP preferred
• 3-5 years of applicable experience
• Strong relationship and communication skills
• Experience in retirement plan industry and knowledge of IRAs
• Knowledge of investment vehicles, as well as savings and retirement planning tools
• Ability to solve complex issues, both independently and in a collaborative team environment
• Ability to maintain the highest quality of service and professionalism
• Excellent analytical skills with a proactive nature
• Strong organization skills with a drive to meet deadlines
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word and Outlook
• An aptitude for prioritization and multi-tasking
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM preferred
• Experience in relationship management within the Financial Services industry preferred

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end,we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.