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Operations Specialist

4 months ago

Oak Brook, United States Robert Half Full time

We are in search of an Operations Specialist to join our team near Oak Brook, Illinois. The role involves managing account opening processes, reviewing client account activities, completing assigned projects, and effectively communicating across all departments. If you have a great background in customer service apply today


Responsibilities:


- Manage the process of account opening for clients

-Review client account activities daily to ensure overall accuracy

- Efficiently complete projects and other tasks as assigned

- Provide materials and reports

- Answer inbound calls and handle customer service inquiries

- Perform data entry tasks and maintain email correspondence as required


Requirements:

- 2+ years of financial industry experience preferred

- Ability to learn and assimilate information from multiple people and sources

- Customer service focus with experience in comprehending customer issues/needs and recommending solutions

- Excellent verbal and writing skills and attention to detail

- Strong interpersonal skills and ability to work effectively in a team environment

- Ability to manage multiple projects and deadlines simultaneously

- Highly organized and an ability to interact and engage with employees at all levels

- Excellent computer skills: MS Office Suite (Access, Excel, Word)

- Client focused with a tenacity to resolve issues and conflicts