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© All Rights Reserved. ApplyBlast.com
Trajan Wealth LLC
The Client Services- New Business Specialist at Trajan Wealth is responsible for accurately processing new investment and annuity applications, managing a caseload of 30-50 weekly, and ensuring timely funding and investment of client accounts. The role involves data entry into CRM, coordinating client and delivery firm communications, and providing support to advisors and clients.
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