Relationship Specialist - Investor Services at Millennium Trust Company

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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:
This position is responsible for supporting individual clients, introducing brokers, Futures Commission Merchants, MAIN and Fund Sponsors. Requirements include working directly with the aforementioned client base to develop and maintain a positive relationship through telephone and email communication. Daily activity will include assisting clients with financial transactions, researching client and sponsor inquiries which can range from new business inquiries to questions regarding account statements and required filings (1099-R, 5498, etc.), account transfers, distributions, online assistance and managing the overall client experience with Millennium Trust Company (MTC). The role also assumes the primary responsibility of interacting with all necessary internal Millennium departments to resolve client requests or answer any inquiries related to the investments held in the account.
ESSENTIAL JOB FUNCTIONS:
  • Serve as the primary point of contact for individual clients, introducing brokers, Futures Commission Merchants, MAIN and Fund Sponsors
  • Support and guide clients through the investment process consistent with applicable IRS rules and regulations
  • Understand the new account, distribution, and investment process and be able to articulate the subject matter to all client bases
  • Answer client inquiries regarding MTC products, services and fees in a timely and accurate manner
  • Manage incoming and outgoing communications including phone queues, faxes and emails
  • Maintain a professional approach to client service, consistent with MTC protocol and service levels
  • Provide educated answers with regard to IRA functions and Internal Revenue Service Code including prohibited transactions and complex investment scenarios
  • Onboard New clients
  • Meet and assist on site clients

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
  • Bachelor's degree in Business, Finance, Communications or minimum 3 years of experience in the financial services industry
  • Strong relationship and communication skills, applied to both internal and external clients.
  • Excellent organizational skills and the ability to multi-task
  • Excellent verbal and written communication skills
  • Expertise to proactively analyze and make quick, sound decisions
  • Ability to explain complex information clearly and simply
  • Ability to solve complex issues, both independently and in a collaborative team environment
  • Strong computer aptitude with proficiencies in Salesforce, Microsoft Outlook, Excel and Word
  • Ability to maintain the highest quality of service and professionalism

PREFERRED SKILLS:
  • Three to five years prior work experience in a financial services industry
  • Knowledge of and experience with IRA's and IRS rules and regulations
  • Experience with Alternative Investments/Private Placements

OTHER REQUIREMENTS:
  • Overtime as required

Check out a video on our Company Culture! Millennium Trust Culture
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Node.jsFrameworks
    • MongoDBDatabases
    • MySQLDatabases
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • PhotoshopDesign
    • ConfluenceManagement
    • DrupalCMS
    • SalesforceCRM
    • Salesforce Marketing CloudEmail

Location

Our company is located in the heart of Oak Brook, within steps of Oakbrook Center mall.

An Insider's view of Millennium Trust Company

What are some social events your company does?

Our MTC culture is defined by our employees for our employees. The primary aspect of our culture that makes us so unique is our ability to “Celebrate”. From charity events to social gatherings, we provide employees with multiple opportunities to learn more about one another, give back to others and expand our professionals skills!

Rebecca Karnoscak

Senior Human Resources Coordinator

What does your typical day look like?

I collaborate with our internal business users to gather requirements for projects and enhancements. I develop these solutions using both no-code and code methodologies in Salesforce. It's rewarding knowing that we're making life easier for both our internal and external clients through streamlined, automated processes, and shorter turnaround time.

Alec Dorner

IT Business Developer/Analyst

How has your career grown since starting at the company?

I started out as a Sales & Marketing Coordinator at MTC in 2013. I’ve since been promoted twice, and asked to lead our MTCulture Team. I test-drove my leadership skills early on by volunteering for opportunities to lead small meetings/projects, join internal and external committees, organize events and workshops. I always welcome a challenge!

Lauren Schulz

AVP, Regional Director, Custody Services

How do you make yourself accessible to the rest of the team?

Throughout the transition to a virtual work environment, I have continued with a “virtual” open door policy. I give visibility into my workload and transparency about my availability through the use of MS teams, email and open dialogue on current and upcoming projects.

Rachel Guinan

Accounting Manager

What are Millennium Trust Company Perks + Benefits

Millennium Trust Company Benefits Overview

We provide a full range of competitive benefits, augmented by what we'll call 'soft' benefits like our state-of-the-art office building with fitness center (free access/membership) and business-casual dress code.

Culture
Volunteer in local community
Partners with Nonprofits
Eat lunch together
Intracompany committees
Open door policy
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Professional Development Benefits
Tuition Reimbursement
We offer eligible employees a company funded contribution applied to a qualified higher education student loan. This benefit helps employees pay off their student loans faster and save money.
Lunch and learns
Promote from within
Time allotted for learning

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