Hybrid Operations Specialist - Client Accounts

EQUITY ADMINISTRATIVE SERVICES INC; Westlake (TX); Hybrid; USD 52,000 - 72,000; Full time

Job summary

Equity Trust Company in Westlake, OH is seeking a Dedicated Operations Specialist to manage client requests for assigned dedicated dealer relationships. After a probationary period, the role offers a hybrid schedule and requires precise processing of accounts, transfers, purchases, sales, distributions, and file maintenance in line with established procedures.

You'll collaborate with the Relationship Manager and Dealer to enhance the client experience, resolve issues promptly, and ensure

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.
• Minimum 1 year in a customer-driven environment.
• Experience with IRS guidelines preferred.
• In-person interaction with colleagues and participating in meetings.

Responsibilities

• Processes new client accounts, transfers, file maintenance, purchases, sales, settlement and reconciliation of assets, distributions and account closures.
• Provides status updates to clients regarding accounts and transfers.
• Resolves client concerns through research and timely responses.
• Communicates with Relationship Manager, Dealer, and Client to clarify corrections.
• Updates client account information to ensure data accuracy across systems.
• Co-ordinates document mailing and transfers via custodians.
• Ensures accuracy of information through data verification for timely processing.
• Collaborates with Relationship Manager and Dealer to resolve issues and prevent delays.
• Adheres to SLA and maintains attendance.
• Performs other duties as assigned.

Skills

Customer service

Attention to detail

Time management

Team collaboration

Education

High school diploma or equivalent

Associate’s degree in business/finance preferred

Tools

Microsoft Office

Job description

Equity Trust Company in Westlake, OH is seeking a Dedicated Operations Specialist to manage client requests for assigned dedicated dealer relationships. After a probationary period, the role offers a hybrid schedule and requires precise processing of accounts, transfers, purchases, sales, distributions, and file maintenance in line with established procedures.

You'll collaborate with the Relationship Manager and Dealer to enhance the client experience, resolve issues promptly, and ensure