Client Service Operations Specialist - Deposits
JOB OVERVIEW
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.
RESPONSIBILITIES & DUTIES
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
QUALIFICATIONS
High school diploma or equivalent required
Associate’s degree in business/finance preferred
Minimum 1 year experience in retirement account and/or financial services industries
Minimum 1 year of experience in a customer driven environment
In person interaction that includes actively collaborating with colleagues and participating in team or company meetings
PROFESSIONAL CERTIFICATIONS
None required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
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
CULTURAL COMPETENCIES
In addition to our core company competencies of Excellence, Passion, Integrity, and Collaboration, a successful candidate in this role should exhibit the following behavioral competencies:
Attention to Detail & Accuracy: Consistently produces accurate work in transaction processing and data entry while maintaining high quality standards
Client Focus & Communication: Responds promptly to client needs, provides clear and professional communication, and follows through on commitments
Accountability & Time Management: Takes ownership of assigned work, manages competing priorities effectively, and meets service level agreements consistently
Adaptability & Learning: Embraces new processes and systems, seeks opportunities to expand knowledge, and adjusts to changing work demands
Collaboration & Teamwork: Works effectively with colleagues across departments, shares knowledge, and contributes to team success
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms.
This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.