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Remote Investment Client Service Operations Specialist

Remote / Online - Candidates ideally in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: Equity Trust Company
Remote/Work from Home position
Listed on 2026-06-29
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 40000 - 50000 USD Yearly USD 40000.00 50000.00 YEAR
Job Description & How to Apply Below

Equity Trust Company in Westlake is seeking a Client Service Operations Specialist to support operational excellence by processing transactions and ensuring timely service delivery. The ideal candidate will handle client requests following established procedures, contributing to a consistent client experience.

Responsibilities include answering client inquiries, collaborating internally, and training new employees. A high school diploma and customer service experience are required, with preferred qualifications in business or finance.

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