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Operations Lead - Hybrid; Account Services & Transfers

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: Equity Trust Company
Full Time position
Listed on 2026-02-15
Job specializations:
  • Business
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Operations Lead - Hybrid (Account Services & Transfers)
A financial services firm in Westlake, OH is seeking a Supervisor, Operations - Account Services & Transfers. The ideal candidate will lead and develop the Account Services and Transfer teams, ensuring superior client support through effective account management and process improvements. Responsibilities include overseeing account applications, coaching team members, and collaborating cross-functionally to enhance client experiences. A high school diploma is required, with a preference for a bachelor's degree and relevant management experience.
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