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Client Services

Scottsdale, Arizona

Client Services - Financial Operations

Scottsdale, Arizona

Quantum is a dynamic and fast growing financial company in North Scottsdale and we have an opportunity within our Operations team. This is a non-sales account manager in our client services department reporting in to the Operations Manager. You will review new business applications for various annuity products, provide superior service to our clients and manage their accounts through pre and post sales issues. This role manages a client account list and provides assistance to the internal sales team to process business.  You are eligible to be bonused on those sales numbers, so you have skin in the game. If you are ready to build relationships with your client list accounts and manage their day to day business with Quantum, we have the job for you.

Qualifications

  • Exceptional client service and relationship building skills
  • Professional written and verbal communication
  • Solid organizational, time management and problem-solving skills and the ability to work accurately and meet follow-up deadlines with frequent interruptions
  • Work in a fast-paced environment and interact with all levels within Quantum and its clients
  • Demonstrated ability to work effectively as a part of a team

All applicants are required to take a PI Survey. All employees are subject to a background check prior to hire. We offer a competitive compensation and benefits package to include medical, dental, life, flexible spending and 401(K). Quantum is an equal opportunity employer.

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