Hybrid Client Services Operations Specialist

Equity Trust; Westlake (TX); Hybrid; USD 52,000 - 68,000; Full time

Job summary

Equity Trust is seeking a Client Service Operations Specialist to support operational excellence by processing transactions and validating documentation. The role handles client requests in line with policies, SLAs, and regulatory guidelines, delivering superior service to clients and third parties.

The position offers a hybrid schedule after training and probation. You will work with teams to ensure accurate, timely service delivery and participate in continuous learning to grow professionally.

Qualifications

• High school diploma or equivalent required.
• Associate’s degree in business/finance preferred.

Responsibilities

• Reviews and processes client requests and transactions accurately per policies.
• Answers incoming client calls promptly and professionally and returns calls the same business day.
• Responds to client emails with timely status updates and completes required research.
• Collaborates internally to resolve client requests or issues.
• Manages time and workload to meet SLAs and maintain service quality.
• Participates in training new and existing employees and mentors others.

Skills

MS Office Proficiency

Multi-system navigation

10-key typing

Typing 45+ wpm

Education

Associate's degree preferred in business/finance

High school diploma or equivalent

Job description

Equity Trust is seeking a Client Service Operations Specialist to support operational excellence by processing transactions and validating documentation. The role handles client requests in line with policies, SLAs, and regulatory guidelines, delivering superior service to clients and third parties.

The position offers a hybrid schedule after training and probation. You will work with teams to ensure accurate, timely service delivery and participate in continuous learning to grow professionally.