Hybrid Client Service & Operations Specialist
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-06-27
Listing for:
Equity Trust
Full Time
position Listed on 2026-06-27
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service, Office Administrator/ Coordinator -
Finance & Banking
Bank Customer Service, Office Administrator/ Coordinator
Job Description & How to Apply Below
Equity Trust is looking for a Client Service Operations Specialist based in Westlake, TX. This role supports operational excellence by processing transactions and validating documentation while providing superior customer service.
The successful candidate will have at least a high school diploma and one year of relevant experience in retirement accounts or financial services, and be proficient in Microsoft Office. The position offers a hybrid schedule after training.
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