Talent.com
Operations Processing Specialist I

Operations Processing Specialist I

CornerStone StaffingCoppell, TX, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Launch Your Career in Finance — Join a Team That Values Precision and Growth!

Operations Processing Specialist I

Location Coppell, TX | Onsite

COMPENSATION & SCHEDULE

  • $22.00 / hour
  • 8-hour shifts between 7 : 00 AM–7 : 00 PM, Monday–Friday (flexibility required; possible OT)

ROLE IMPACT : This entry-level role plays a critical part in establishing and maintaining client financial accounts across a variety of investment products. As a key operations team member, you’ll ensure the accurate processing of client data and transfers, directly supporting business growth and client satisfaction in a fast-paced financial services environment.

KEY RESPONSIBILITIES

  • Learn and perform data entry, account setup, and transaction processing
  • Review incoming documentation for accuracy and routing
  • Assist with internal case tracking in the client relationship system
  • Process transfers and disbursements for brokerage, advisory, and annuity accounts
  • Support account changes and workflow adherence across departments
  • MINIMUM QUALIFICATIONS

  • High school diploma
  • 1–2 years of experience with transaction processing or administrative tasks
  • Strong attention to detail and ability to manage repetitive workflows
  • Proficiency in Microsoft Office, especially Excel
  • CORE TOOLS & SYSTEMS

  • Microsoft Excel
  • Microsoft Outlook
  • Internal CRM system
  • Document routing tools
  • Data entry applications
  • PREFERRED SKILLS

  • Service orientation with strong active listening and client support mindset
  • Coachable, adaptable, and eager to learn new processes
  • Strong written and verbal comprehension skills
  • PRE-EMPLOYMENT REQUIREMENTS

  • Background check, credit check, fingerprinting, and education / employment verification required
  • LEGAL NOTICE

    By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at : https : / / www.cornerstonestaffing.com / privacy

    #Irving123

    Create a job alert for this search

    Processing Specialist • Coppell, TX, US

    Related jobs
    • Promoted
    Operations Specialist

    Operations Specialist

    DataOneDallas, TX, US
    Full-time
    Procurement And Inventory Operations Specialist.The Procurement and Inventory Operations Specialist is responsible for ensuring accuracy, efficiency, and continuous improvement across material orde...Show moreLast updated: 25 days ago
    Operations Specialist

    Operations Specialist

    BCforwardUSA, Texas, Dallas
    Full-time
    BCforward is currently seeking a highly motivated Operations Specialist opportunity in Dallas, TX!.Please note this is the target date and is subject to the change. BCforward will send official noti...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    MAP Operations Specialist

    MAP Operations Specialist

    AequorFort Worth, TX, US
    Full-time
    Mid level role with 3-5 years of experience.Veeva PromoMats experience required : 1-2 years (or just Veeva experience).Someone with a marketing background would work well. Major accountabilities for ...Show moreLast updated: 10 hours ago
    • Promoted
    Operations Services Specialist

    Operations Services Specialist

    Trillium StaffingIrving, TX, US
    Permanent
    Operations Services Specialist.Trillium is looking for an Operations Services Specialist!.The Specialist I, Operations Services is responsible for analyzing and processing Property Ownership Report...Show moreLast updated: 30+ days ago
    • Promoted
    Procurement Operations Specialist

    Procurement Operations Specialist

    VirtualVocationsMesquite, Texas, United States
    Full-time
    A company is looking for a Procurement Operations Support.Key Responsibilities Create, review, and process purchase requisitions and purchase orders in Coupa Manage approvals and workflows in al...Show moreLast updated: 3 days ago
    • Promoted
    Scheduling Operations Specialist

    Scheduling Operations Specialist

    VirtualVocationsGrand Prairie, Texas, United States
    Full-time
    A company is looking for a Scheduling Operations Specialist.Key Responsibilities Track and analyze staff productivity to align schedules with member needs Forecast and approve schedules to maint...Show moreLast updated: 2 days ago
    • Promoted
    Processing Specialist

    Processing Specialist

    Timios, Inc. Career PagePlano, TX, US
    Full-time
    Timios is seeking a Processing Specialist for our Capital Markets team.The Processing Specialist is responsible for managing client production expectations to meet service level agreements, while m...Show moreLast updated: 30+ days ago
    • Promoted
    Reverse Logistics Operation Specialist

    Reverse Logistics Operation Specialist

    BTI SolutionsPlano, TX, US
    Full-time
    Reverse Logistics Operation Specialist.Everyone on our team has earned a CPC (Certified Personnel Consultant) or CTS (Certified Temporary Staffing Specialist) accreditation from the National Associ...Show moreLast updated: 30+ days ago
    • Promoted
    Operations Processing Specialist I

    Operations Processing Specialist I

    CornerStone StaffingCoppell, TX, US
    Full-time
    Launch Your Career in Finance — Join a Team That Values Precision and Growth!.Operations Processing Specialist I.AM–7 : 00 PM, Monday–Friday (flexibility required. possible OT).This entry-level role ...Show moreLast updated: 2 days ago
    • Promoted
    Deposit Operations Sr Specialist

    Deposit Operations Sr Specialist

    Texas Capital BankRichardson, TX, US
    Full-time
    Job Opportunity At Texas Capital.Texas Capital is built to help businesses and their leaders.Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works ...Show moreLast updated: 30+ days ago
    • Promoted
    Bilingual Operations Specialist

    Bilingual Operations Specialist

    LDG DevelopmentFort Worth, TX, US
    Full-time
    Salary, plus Benefits and Bonus eligibility.As an Operations Specialist, you function at an HQ level while supporting on-site. This position will have a heavy focus on maintaining the community&rsqu...Show moreLast updated: 9 days ago
    • Promoted
    Customer Operations Specialist

    Customer Operations Specialist

    VirtualVocationsDallas, Texas, United States
    Full-time
    A company is looking for a Customer Operations Specialist - Remote.Key Responsibilities Coordinate with Account Managers to prioritize and manage customer inquiries and issue resolutions Evaluat...Show moreLast updated: 30+ days ago
    • Promoted
    Quality Operations Specialist

    Quality Operations Specialist

    804 TechnologyFort Worth, TX, US
    Full-time
    Job Summary : This Position assures that manufacturing processes and inspection methods utilized meet and exceed customer quality expectations and to provide technical support to quality and enginee...Show moreLast updated: 8 days ago
    • Promoted
    Field Operations Specialist

    Field Operations Specialist

    RAPPDallas, TX, United States
    Full-time
    RAPP is looking for Field Operations Specialists to join our award-winning Account Leadership team.We are RAPP - world leaders in activating growth with precision and empathy at scale.As aglobal, n...Show moreLast updated: 30+ days ago
    • Promoted
    Account Operations Specialist II

    Account Operations Specialist II

    Cox EnterprisesDallas, TX, US
    Full-time
    Job Family Group : Vehicle Operations.Job Profile : Account Operations Specialist II.Management Level : Individual Contributor. Flexible Work Option : No remote option; must work at a specified Cox loca...Show moreLast updated: 30+ days ago
    • Promoted
    Deposit Operations Specialist

    Deposit Operations Specialist

    Texas Capital BankDallas, TX, US
    Full-time
    Assists the Deposit Operations department with customer service, research, and processing of customer accounts, with additional check processing responsibilities. Responsible for the reconciliation,...Show moreLast updated: 30+ days ago
    • Promoted
    Operations Specialist I (CDL Required)

    Operations Specialist I (CDL Required)

    Stack AVDallas, TX, US
    Full-time
    Operations Specialist I (CDL Required).Stack is developing revolutionary AI and advanced autonomous systems designed to enhance safety, reliability, and efficiency of modern operations.Stack's auto...Show moreLast updated: 30+ days ago
    • Promoted
    Operations Specialist

    Operations Specialist

    VirtualVocationsArlington, Texas, United States
    Full-time
    A company is looking for an Operations Specialist to manage fundamental operations processes related to loan verification and servicing. Key Responsibilities Manage a queue of loans for day-to-day...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Operations Specialist

    Sales Operations Specialist

    VirtualVocationsDallas, Texas, United States
    Full-time
    A company is looking for a Sales Operations Specialist to support the sales team by optimizing processes and ensuring accurate sales documentation. Key Responsibilities Optimize sales processes fo...Show moreLast updated: 30+ days ago
    • Promoted
    Process Specialist (Starlink Customer Operations)

    Process Specialist (Starlink Customer Operations)

    SpaceXBurleson, TX, US
    Permanent
    Process Specialist (Starlink Customer Operations).SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are no...Show moreLast updated: 13 days ago