Client Operations Specialist

Job Description

Job Description

Job Summary

The Client Operations Specialist primarily serves as a liaison between our Member Offices and our core custodians. Client Operations Specialists are go-to resources, providing direction, expertise, and training of Valmark policies and custodial platform best practices to Member Offices (newly onboarded and existing).

Essential Functions and Responsibilities

• Escalate, review, and respond to internal, Member Office, and custodial requests to process, review, or escalate urgent or complex items
• Foster relationships with Member Offices through initial & ongoing customer service and issue resolution
• Serve as an internal training resource for the Member Offices by delivering educational training on custodial technology, processes, form requirements, and communicating correct processing guidelines
• Monitor and review custodians for policy, procedures, and paperwork changes, updating resources and training materials
• Perform security administration, vendor code maintenance, and related functions for Schwab and Pershing
• Assist team members with daily tasks as needed due to volume
• Provide backup assistance to other team members as business needs dictate
• Perform other tasks assigned by management

C ore Competencies

Supervisory Responsibility

Client Operations Specialist will not have any supervisory responsibilities.

Required Education and Experience

Preferred Education and Experience

Salary Range : $55,000 - $65,000

Physical Demands

This is a largely sedentary role; however, some walking is required. Individuals may need to sit or stand as needed. This position may require walking primarily on a level surface for short periods of time.

Expected Hours of Work

This is a hybrid position. Days and typical hours of work are Monday through Friday, 8 : 30 a.m. to 5 : 00 p.m. Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status.

Valmark reserves the right to modify, interpret, or apply this job description in any way the Company desires. This job description in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.