Hybrid Client Operations Specialist — Financial Services

Equity Trust Company; Westlake, Northern (OH, KY); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Equity Trust Company in Westlake, OH, is seeking a Dedicated Operations Specialist to handle client requests for dedicated dealer relationships, including accounts, transfers, purchases, sales, and file maintenance in line with procedures.

You will collaborate with the Relationship Manager and Dealer to ensure smooth service delivery, resolve issues, update client information, and maintain data accuracy while meeting internal SLAs. Hybrid schedule after probationary period.

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

Responsibilities

• Process new client accounts, transfers, file maintenance, purchases, sales, distributions, and settlements.
• Provide status updates to clients regarding accounts and transfers.
• Resolve client concerns through research and communication with relevant parties.
• Update client information across systems to ensure accuracy.
• Coordinate cash and asset transfers through successor custodians.
• Maintain data accuracy and adhere to SLAs while assisting other departments as needed.

Skills

MS Office

Time management

Typing 45 WPM

Data verification

Education

High School Diploma

Associate’s degree in business/finance

Job description

Equity Trust Company in Westlake, OH, is seeking a Dedicated Operations Specialist to handle client requests for dedicated dealer relationships, including accounts, transfers, purchases, sales, and file maintenance in line with procedures.

You will collaborate with the Relationship Manager and Dealer to ensure smooth service delivery, resolve issues, update client information, and maintain data accuracy while meeting internal SLAs. Hybrid schedule after probationary period.