Client Service Specialist- Savers
MILLENNIUM TRUST COMPANY is a rapidly-growing, leading financial services company offering specialized retirement and institutional services. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients' success. Ultimately, we aim to educate and increase access to investments to help our clients on their journey to retirement readiness, but do not provide investment advice.
Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture. We have been recognized for our tremendous growth on lists, such as Crain's Fast 50 and Inc. 5000, and have also been recognized for our positive workplace culture on the 2019 Best Places to Work in Illinois list, as well as the 2019 Model Workplace Award and 2018 Champion for Young Professionals Award from the Greater Oak Brook Chamber of Commerce. Millennium Trust employees live out the values of Do Right, Excel, Collaborate, Innovate and Celebrate and deliver the brand promise of going "Above and Beyond," so each client experiences the highest level of service.
We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that encourages career development, Millennium Trust is the place for you!
POSITION SUMMARY:
The position is responsible for direct verbal and written communications with Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, and Third-Party Administrators in the Individual Investor Services Savers Department. This role requires the candidate to handle high call volume daily. The role also assumes the primary responsibility of interacting with all the necessary internal Millennium departments to resolve client requests or answer any inquiries related to their account activity and investments. Through verbal and written communications, the individual in this position develops, strengthens, and maintains a positive relationship with our clients and firm associates.
ESSENTIAL JOB FUNCTIONS:
- Handle a high volume of incoming and outgoing client phone calls
- Respond to email, voicemail, and chat inquiries from clients
- Understand and be able to articulate the account opening, distributions, and investment process to clients
- Assist clients in ensuring that all required forms are fully completed
- Handle troubleshooting inquiries in regards to Web and Online issues
- Provides educated answers with regards to IRA's, and IRS Codes
- Maintain a professional approach to client service, consistent with MTC protocol and service levels
- Other duties as assigned
EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
- Bachelor's Degree in Business, Communications, Finance or related field or 1 - 3 years of applicable experience
- Energetic, client service focused individual who is accountable and reliable
- Possess strong written, keyboarding and verbal communication skills
- Strong computer aptitude; proficient in Microsoft suite of products
- Ability to apply relationship building skills to internal and external clients
- Strong problem-solving skills and ability to multi-task, and ability to navigate several systems simultaneously to support servicing the client.
- Detail-oriented, organized, and dependable
- Ability to maintain the highest quality of service and professionalism
- Possess a positive attitude and be able to perform well in a collaborative team environment
- Working knowledge of Salesforce/Service Cloud and trust accounting systems preferred including some familiarity with investments.
- IRA/IRS rules and regulations knowledge and experience preferred
- Bilingual language skills preferred
Check out a video on our Company Culture! Millennium Trust Culture