Senior Operations Specialist – Estate Team

Jobtailor; Arizona; On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor in Arizona is seeking a client-focused Call Center Specialist to support financial services clients. You will handle new account paperwork, transfers, and inquiries, while collaborating with desk advisors and specialists to ensure accurate processing and excellent service.

You will need 2+ years in client-facing roles within financial services and strong MS Office skills; Salesforce and Client Works experience is a plus.

Qualifications

• 2+ years’ direct client experience in the financial services industry.
• 1+ years’ call center experience.
• Proficient in Microsoft Office and web-based applications.
• Experience using Salesforce and Client Works a plus.
• Excellent verbal and written communication skills.
• Positive, customer-focused attitude with a desire to provide outstanding service.
• Problem-solving skills and the ability to work effectively within a team.
• Ability to learn complex financial information and terminology quickly.

Responsibilities

• Prepare and process new account paperwork.
• Track rollovers and transfers, including ACAT.
• Assist desk advisors with client queries via inbound/outbound calls.
• Address account maintenance, cash management, and tax reporting.
• Proactively refer clients to Financial Advisors for trading requests.
• Review court documents related to Death and Divorce Processes.
• Participate in customer service and operational training.
• Provide feedback on client experience and operational efficiencies.
• Communicate operational and financial industry policies and procedures.
• Exercise excellent business judgment.
• Research and resolve client issues.
• Refer new clients going through the Estate Process to Financial Advisors.

Skills

Client account management

Call Center Experience

Financial Services Knowledge

Microsoft Office Proficiency

Problem-Solving Skills

Tools

Sales Force

Client Works

Web-Based Applications

Job description

• Prepare and process new account paperwork, including forms, signatures, and processing documentation
• Track and coordinate rollovers and transfers, including manual transfers and ACAT
• Assist desk advisors with client queries through inbound and outbound calls
• Address account maintenance, cash management, general tax reporting, and other inquiries
• Proactively hand off clients seeking financial advice and trading requests to desk advisors
• Review and interpret court documents related to Death and Divorce Processes
• Participate in customer service and operational training
• Provide feedback to management on client experience and operational efficiencies
• Communicate operational and financial industry policies and procedures
• Exercise excellent business judgment
• Research and resolve client issues
• Refer new clients going through the Estate Process to Financial Advisors

Requirements

• 2+ years’ direct client experience within the financial services industry
• 1+ years’ call center experience
• Financial related service call center experience or other service-related job experience considered
• Proficient in Microsoft Office and web-based applications
• Experience using Sales Force and Client Works a plus
• Ability to assist customers in a call center environment while accessing data via multiple PC lookup applications
• Excellent verbal and written communication skills
• Positive, customer-focused attitude and demeanor with a desire to provide outstanding service
• Problem-solving skills and attributes
• Ability to work effectively within a team environment
• Able to learn complex financial information and terminology at a fast pace
• Must have excellent telephone service/relationship management skills
• Must have excellent communication skills and strong service ethic

Core Competencies

Demonstrates expertise in client account management and financial services, with strong capabilities in communication, problem-solving, and operational efficiency. Proficient in handling complex financial information and providing exceptional customer service in a call center environment.

Highest-signal resume keywords

• Client Account Management
• Call Center Experience
• Financial Services Industry Knowledge
• Microsoft Office Proficiency
• Problem-Solving Skills

Hard Skills

• Account Paperwork Processing
• Cash Management
• Tax Reporting
• Court Document Review
• Data Lookup Applications

Soft Skills

• Excellent Communication Skills
• Customer-Focused Attitude
• Team Collaboration
• Positive Demeanor
• Relationship Management

Industry Keywords

• Financial Services
• Client Experience
• Operational Training
• Estate Process
• Death and Divorce Processes

Tools & Technologies

• Sales Force
• Client Works
• Web-Based Applications