Client Experience & Operations Specialist

EQUITY ADMINISTRATIVE SERVICES INC; Westlake (TX); Hybrid; USD 45,000 - 70,000; Full time

Job summary

Equity Trust Company is seeking a Client Service Operations Specialist to support operational excellence by processing transactions and validating documentation. The role requires professionalism in client interactions and adherence to SLAs to ensure timely service delivery.

The position involves collaborating with teams, assisting with training, and continuously learning processes within the business line to promote growth and development.

Qualifications

• High school diploma or equivalent required.
• Associate’s degree in business/finance preferred.
• Minimum 1 year experience in retirement account and/or financial services industries.
• Minimum 1 year of experience in a customer driven environment.

Responsibilities

• Reviews and processes client requests and transactions accurately and in a timely manner according to documented policies and procedures.
• Answers incoming client calls promptly and professionally and returns voicemails the same business day.
• Responds to client emails with proactive status updates and completes required research.
• Collaborates internally to resolve client requests or issues.
• Manages time and workload to meet internal SLAs.
• Assists with training new and existing employees.
• Continuously learns processes to promote professional growth.

Skills

Customer service

Communication

MS Office

Data entry

Education

Associate degree in business/finance

Job description

Equity Trust Company is seeking a Client Service Operations Specialist to support operational excellence by processing transactions and validating documentation. The role requires professionalism in client interactions and adherence to SLAs to ensure timely service delivery.

The position involves collaborating with teams, assisting with training, and continuously learning processes within the business line to promote growth and development.