Hybrid Client Service Operations Specialist

EQUITY ADMINISTRATIVE SERVICES; Westlake (OH); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Equity Trust Company is seeking a Client Service Operations Specialist in Westlake, OH. The role supports transactional processing, documentation validation, and timely service delivery with a strong client focus.

The position offers a hybrid schedule after the probationary period and requires at least a high school diploma, 1 year in retirement/accounting or financial services, and solid customer service experience.

Qualifications

• High school diploma or equivalent.
• 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

• Review and process client requests and transactions accurately and in a timely manner.
• Answer incoming client calls promptly and professionally and return voicemails the same business day.
• Respond to client emails with proactive updates and required research.
• Collaborate internally to resolve client requests or issues.
• Manage time and workload to meet internal SLAs.
• Assist with training new and existing employees.
• Learn all processes within the business line to promote growth and development.
• Follow assigned work schedule with regular attendance.
• Participate in system testing and assist other departments as needed.

Job description

Equity Trust Company is seeking a Client Service Operations Specialist in Westlake, OH. The role supports transactional processing, documentation validation, and timely service delivery with a strong client focus.

The position offers a hybrid schedule after the probationary period and requires at least a high school diploma, 1 year in retirement/accounting or financial services, and solid customer service experience.