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 Crains 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!
A Millennium Client Service Specialist (CSR) promotes and supports the Millennium Values:
and delivers Millenniums brand promise of going Above & Beyond so each client experiences a high level of service.
The position is responsible for direct verbal and written communications with Automatic Rollover Accountholders, Plan Sponsors, Record-Keepers and Third Party Administrators. This role requires the candidate to handle high call volume on a daily basis. The role also assumes the primary responsibility of interacting with all the necessary internal Millennium departments to resolve client requests or answer any inquiries related to their account activity and investments. Through verbal and written communications, the individual in this position develops, strengthens and maintains a positive relationship with our clients and firm associates.
ESSENTIAL JOB FUNCTIONS:
Handle a high volume of incoming and outgoing client phone calls
Respond to email and voicemail inquiries from clients
Understand and be able to articulate the account opening, distributions, and investment process to clients
Assist clients in ensuring that all required forms are fully completed
Handle troubleshooting inquiries in regard to Web and Online issues
Meet and assist onsite clients
Provides educated answers with regard to Qualified Plans, IRAs, and IRS Codes.
Maintain a professional approach to client service, consistent with MTC protocol and service levels
Performs other job-related duties as assigned.
EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
Bachelors degree preferred in Business, Communications, or a minimum of 1+ years of experience in a client service environment and/or in a high call volume environment within the financial services industry
Energetic, client service focused individual who is accountable and reliable
Possesses strong written and verbal communication skills
Able to apply relationship building skills to internal and external clients
Has strong computer aptitude; proficient in Microsoft suite of products
Strong problem solving skills and ability to multi-task
Is detail-oriented, organized, and dependable
Ability to maintain the highest quality of service and professionalism
Comfortable working in a team environment
Possess a positive attitude and be able to perform well in a collaborative team environment
Working knowledge of Salesforce/Service Cloud
Working knowledge of trust accounting systems
QRP/IRA/IRS rules and regulations knowledge and experience
Bilingual language skills a plus
Check out a video on our company Culture!
Millennium Trust Company