Client Service Operations Specialist
HybridWestlake, Ohio, United States
Job Summary
Process client requests and transactions accurately according to documented policies, validating documentation and ensuring timely service delivery. Answer incoming client calls and emails promptly, providing proactive status updates and performing required research while adhering to internal policies and Service Level Agreements. Collaborate internally to resolve client issues, manage workload to meet SLAs, and assist with training new employees. Participate in system regression testing and provide procedural updates to management. This role supports operational excellence within the retirement account and financial services industry, fostering professional growth through continuous learning and cross-departmental collaboration.
Required Qualifications
- High school diploma or equivalent
- Minimum 1 year experience in retirement account and/or financial services industries
- Minimum 1 year of experience in a customer driven environment
- Intermediate level proficiency in Microsoft Office products (Excel, Word, Outlook, PowerPoint)
- Ability to navigate multiple systems simultaneously
- Intermediate 10 key skills
- Ability to type at least 45+ words per minute
- In person interaction that includes actively collaborating with colleagues and participating in team or company meetings
- Attention to Detail & Accuracy
- Client Focus & Communication
- Accountability & Time Management
- Adaptability & Learning
- Collaboration & Teamwork
- Ability to lift files or office materials
- Ability to open filing cabinets
- Ability to bend or stand on a stool as necessary
Desired Qualifications
- Associate's degree in business/finance
- Ability to type at least 45+ words per minute preferred
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