Operations Associate II, Bill Pay/Asset Delivery

EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES • Westlake, OH

5d • Hybrid

About The Position

The Operations Associate II, Bill Pay/Asset Delivery processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email; processes and reviews complex tasks and transactions in high volumes; maintains documentation.

Requirements

• High school diploma or equivalent
• Minimum 1 year of experience in the retirement and/or financial industries
• Basic level proficiency in Microsoft Office
• Intermediate 10 key skills
• Able to type at least 45+ WPM preferred
• Attention to Detail
• Time Management
• Written and Verbal Communication

Responsibilities

• Reviews and processes distributions, bill pays, and internal movements accurately and in accordance with client instructions and approved procedures
• Processes transactions efficiently and manages time to meet or exceed the team productivity target
• Sets up/updates/cancels recurring payments per client request
• Executes call back procedures to provide consistent, high-quality service to our clients
• Assists colleagues across the organization to resolve client issues
• Assists Team Lead and Supervisor with performing research and responding to colleagues’ requests
• Responds to inquiries from internal and external sources via e-mail and telephone
• Collects outstanding fees from clients
• Performs other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED