Relationship Specialist - Investor Services
Oak Brook, IL Oak Brook, IL Estimated:
$61.
5K - $77.
9K a year Estimated:
$61.
5K - $77.
9K a year Choose your next journey 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.
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, 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.
Training Schedule:
8 am CST to 4:
30 pm CST Regular Schedule:
9:
30 am CST to 6 pm CST HOW YOU WILL SOAR:
The Relationship Specialist - Investor Services is responsible for providing service and support to engaged, individual clients, as well as some institutional relationships such as introducing brokers, Futures Commission Merchants, and investment sponsors.
The Relationship Specialist - Investor Services will work directly with a variety of clients to assist with new business inquiries, account funding, investment transactions, account transfers, distributions, online assistance and managing the overall client experience with Millennium Trust Company.
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.
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 IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
Bachelor's degree in Business, Finance, Communications or minimum 3 years of experience in the financial services industry 1-3 years of applicable experience Strong relationship and communication skills applied to both internal and external clients Excellent organizational skills, technical acumen allowing the ability to multi-task across systems 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 Being a self-starter and the ability to work independently Ability to maintain the highest quality of service and professionalism Extensive knowledge of and experience with IRA's and IRS rules and regulations preferred Experience with Alternative Investments/Private Placements 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.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
$61.
5K - $77.
9K a year Estimated:
$61.
5K - $77.
9K a year Choose your next journey 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.
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, 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.
Training Schedule:
8 am CST to 4:
30 pm CST Regular Schedule:
9:
30 am CST to 6 pm CST HOW YOU WILL SOAR:
The Relationship Specialist - Investor Services is responsible for providing service and support to engaged, individual clients, as well as some institutional relationships such as introducing brokers, Futures Commission Merchants, and investment sponsors.
The Relationship Specialist - Investor Services will work directly with a variety of clients to assist with new business inquiries, account funding, investment transactions, account transfers, distributions, online assistance and managing the overall client experience with Millennium Trust Company.
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.
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 IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
Bachelor's degree in Business, Finance, Communications or minimum 3 years of experience in the financial services industry 1-3 years of applicable experience Strong relationship and communication skills applied to both internal and external clients Excellent organizational skills, technical acumen allowing the ability to multi-task across systems 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 Being a self-starter and the ability to work independently Ability to maintain the highest quality of service and professionalism Extensive knowledge of and experience with IRA's and IRS rules and regulations preferred Experience with Alternative Investments/Private Placements 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.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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