About this role
Investment Liaison - Client Service Operations Specialist at Equity Trust. Location: Westlake, Ohio, United States. Role: processing transactions, answering calls, replying emails Requirements: High school diploma required; Associate's in business/finance preferred. Minimum 1 year retirement account or financial services experience and 1 year customer-service experience. Intermediate Microsoft Office, 10-key, typing 45+ WPM. Category: Customer Service Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Commitment: Full Time Workplace: Hybrid Languages: English