Hybrid Client Service & Operations Specialist

Equity Trust; Westlake (TX); Hybrid; USD 40,000 - 55,000; Full time

Job summary

Equity Trust is looking for a Client Service Operations Specialist based in Westlake, TX. This role supports operational excellence by processing transactions and validating documentation while providing superior customer service.

The successful candidate will have at least a high school diploma and one year of relevant experience in retirement accounts or financial services, and be proficient in Microsoft Office. The position offers a hybrid schedule after training.

Qualifications

• Minimum 1 year experience in retirement accounts or financial services.
• At least 1 year of experience in a customer-driven environment.
• Strong understanding of multiple systems and excellent communication skills.

Responsibilities

• Process client requests accurately according to documented procedures.
• Respond promptly to client calls and emails, ensuring excellent service.
• Collaborate with colleagues to resolve client issues efficiently.

Skills

Client Focus & Communication

Attention to Detail & Accuracy

Accountability & Time Management

Adaptability & Learning

Collaboration & Teamwork

Education

High school diploma or equivalent

Associate’s degree in business/finance preferred

Tools

Microsoft Office (Excel, Word, Outlook, PowerPoint)

Job description

Equity Trust is looking for a Client Service Operations Specialist based in Westlake, TX. This role supports operational excellence by processing transactions and validating documentation while providing superior customer service.

The successful candidate will have at least a high school diploma and one year of relevant experience in retirement accounts or financial services, and be proficient in Microsoft Office. The position offers a hybrid schedule after training.