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© All Rights Reserved. ApplyBlast.com
Trajan Wealth LLC
The Client Service Specialist at Trajan Wealth processes service items for existing clients, handling ACH contributions, distributions, RMDs, and account updates while providing excellent customer service. The role involves answering inbound calls, researching and resolving account issues, and supporting additional projects as needed.
Trajan Wealth provides expert financial planning and wealth management services. Contact us today for a free consultation and reach your financial goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Trajan Wealth LLC.
Right around the average for this role
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