Client Experience & Operations Specialist

Equity Trust Company; Westlake (TX); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Equity Trust Company in the United States seeks a Client Service Operations Specialist to support operational excellence by processing transactions, validating documents, and ensuring timely service delivery. The role involves handling client inquiries, collaborating across departments, and training staff as needed.

The position requires at least a high school diploma and 1 year in retirement accounts or financial services, with strong communication and organizational skills.

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.
• In person interaction that includes actively collaborating with colleagues and participating in team or company meetings.

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 through in-bound call queue and return all client calls and voicemails the same business day.
• Responds to client emails in a timely and professional manner, providing proactive status updates and performing required research.
• Collaborates internally to resolve client requests or issues.
• Manages time and workload appropriately to meet all internal service level agreements (SLAs).
• Acts on feedback to management and supports training of new and existing employees.
• Continuously learns all processes within the business line to promote professional growth and development.
• Participates in periodic system regression testing and assists other departments as needed.
• Follows assigned work schedule with regular and predictable attendance.
• Performs other duties as assigned.

Skills

Microsoft Office Suite

Navigate multiple systems

10-key by touch

Typing 45+ wpm

Education

High school diploma or equivalent

Associate's degree in business/finance preferred

Job description

Equity Trust Company in the United States seeks a Client Service Operations Specialist to support operational excellence by processing transactions, validating documents, and ensuring timely service delivery. The role involves handling client inquiries, collaborating across departments, and training staff as needed.

The position requires at least a high school diploma and 1 year in retirement accounts or financial services, with strong communication and organizational skills.