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Client Service Operations Specialist - Deposits

Equity Trust

Westlake, Ohio, United States Fulltime June 18, 2026
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Vacancy Description

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 an...

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