Client Service Operations Specialist - Investment Liaison
About The Position
The Client Service Operations Specialist supports operational excellence by processing transactions, validating documentation, and ensuring accurate, timely service delivery. Handles client requests pertaining to their department in accordance with documented procedures, working with increasing independence to complete routine to moderately complex cases within one or more subject areas. Contributes to consistent client experience by executing work in alignment with internal policies, regulatory guidelines, and established Service Level Agreements (SLAs) while providing superior customer service and support to clients and third parties.
Requirements
- High school diploma or equivalent required
- 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 preferred
- In person interaction that includes actively collaborating with colleagues and participating in team or company meetings
- Associate’s degree in business/finance preferred
Nice To Haves
- Ability to type at least 45+ words per minute
Responsibilities
- Reviews and processes client requests and transactions accurately and in a timely manner according to documented policies and procedures
- Answers incoming client calls promptly and professionally through in-bound call queue and return all client calls and voicemails the same business day
- Responds to client emails in a timely and professional manner, providing proactive status updates and performing required research
- Collaborates internally to resolve client requests or issues
- Manages time and workload appropriately to meet all internal service level agreements (SLAs)
- Actively reviews procedures and provides updates to Management
- Assists with training new and existing employees
- Continuously learns all processes within the business line to promote professional growth and development
- Participates in periodic system regression testing and assist other departments as needed
- Follows assigned work schedule with regular and predictable attendance
- Performs other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
