Operations Associate II Account Services Transfers
Operations Associate II Account Services Transfers
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1 Vacancy
Job Description
Job Details
Description
*This position is based out of our Westlake OH office and is eligible for a hybrid schedule after probationary period.
JOB SUMMARY:
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.
ESSENTIAL FUNCTIONS:
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
OTHER FUNCTIONS:
Ensures document maintenance and retention procedures are followed in accordance with company procedures
Assists other departments as needed
Performs other duties as assigned
QUALIFICATIONS:
Education and Experience:
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
PROFESSIONAL CERTIFICATIONS:
None Required
TECHNICAL SKILLS:
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
BEHAVIORAL COMPETENCIES:
In addition to the Core Company competencies of Customer Focus Collaboration & Teamwork Integrity & Trust and SelfDevelopment.
- Attention to detail
- Active listening skills
- Organizational skills
- Time Management
- Written and verbal communication
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job the Associate is regularly required to speak and hear. The associate is frequently
required to sit for extended periods of time stand walk use hands and fingers and reach with hands and arms. It requires the ability to lift files open filing cabinets and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities duties and skills. Other duties may be added or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age race religion color disability sex sexual orientation or national origin. If you have a disability that requires accommodation or paper application please contact us at
Required Experience:
IC
Employment Type
Full-Time
