About this role
Client Service Operations Specialist - Investment Liaison at Trustetc. Location: Westlake, Ohio, United States. Role: processing transactions, answering calls, responding emails Requirements: High school diploma required; 1+ year experience in retirement account/financial services and customer-driven environments; intermediate Microsoft Office, 10-key, and multitasking across systems; strong attention to detail and communication. Category: Customer Service Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Commitment: Full Time Workplace: Hybrid Languages: English