Operations Associate II, Account Services & Transfers

EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES•Westlake, OH

2d•Hybrid

About The Position

The Operations Associate II for the Account Services and Transfers department processes new accounts, incoming and outgoing transfers and file maintenance requests accurately, efficiently and in accordance with documented processes and procedures. Develops and enhances the client experience by providing superior customer service and support to clients by phone and email.

Requirements

High School Diploma or GED
Minimum 1 year of experience in the retirement and/or financial industries
Minimum 1 year of experience in a customer driven environment
Attention to detail
Active listening skills
Organizational skills
Time management
Written and verbal communication

Nice To Haves

Experience with IRS guidelines preferred
Basic level of proficiency in Microsoft Office
Ability to type a minimum of 45 WPM preferred
Basic 10 key skills

Responsibilities

Processes new client accounts
Provides status updates to clients regarding new accounts, incoming and outgoing transfers, and file maintenance requests
Resolves client concerns, performs research and responds accordingly both internally and externally.
Corresponds with clients to clarify corrections and requests additional information as needed
Updates client account information to ensure accuracy of client information
Processes returned mail received and prepares and mails out client documents
Coordinates the transfer of cash and assets through successor custodians
Ensures accuracy of information through data verification affording timely processing of transfer requests
Ensures document maintenance and retention procedures are followed in accordance with company procedures
Assists other departments as needed
Performs other duties as assigned