Sr. Client Relationship Specialist - Advisors and Broker Dealers

Take the next step in your journey. At Millennium Trust Company, you will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Millennium Trust, 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 Sr. Relationship Specialist - Advisor & Broker Dealer Services is responsible for supporting assigned Advisors and Broker Dealers (BDs) 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 training new employees and acting as a primary resource for them, interacting with all necessary internal departments to on-board new relationships, answering inquiries related to assigned accounts and addressing client requests. This position is instrumental in growing and maintaining Advisor/BD client relationships for Millennium Trust.

• Serve as a dedicated point of contact for assigned Advisor/BDs and associated individual clients
• Support and guide advisors and clients through Onboarding, account opening, the investment process, and ongoing activities
• Answers 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
• Manage and handle all resolution cases from across the firm for the assigned relationships as well as their client base.
• Review and resolve complex customer requests
• Hold intimate knowledge of IRA functions and Internal Revenue Service Code including prohibited transactions and complex investment scenarios
• Share information gathered from conversations with clients with the Client Success Partner to provide insight into relationships and help drive future product enhancements
• Train and act as a primary resource for the team
• Work cross-functionally with various departments within the business to maximize service
• Suggest and implement improvements to internal processes
• Manage special projects
• Other duties as assigned

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

• Bachelor's Degree in Business, Finance, Communications preferred
• CISP certification recommended
• 3 - 5 years of applicable experience
• The ideal candidate will have a proven track record of demonstrating:
• Strong relationship and communication skills, applied to both internal and external clients
• Possess a high level of knowledge with regard to IRAs and applicable IRS code including an understanding of prohibited transactions and complex investment scenarios
• 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
• 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.