Operations Coordinator - Customer Services

Job Description

The Operations Coordinator for Customer Services is responsible for handling service calls (from advisors and retail customers) efficiently and politely, accurately executing customer requests. This individual will be well- versed in all aspects of the customer service system so as to assure a full working knowledge of all customer data systems.

Essential Functions

• Handle service calls (from advisors and retail customers) efficiently and politely, accurately executing customer requests.
• Ensure the optimal use of operational programs to promote maximum efficiency.
• Become well-versed in all aspects of the customer service system so as to assure a full working knowledge of all customer data systems.
• Coordinate activities with information systems and other operational units as required and resolving unusual or complex problems
• Work closely with related Financial Services personnel to ensure that their operational requirements are met
• Ensure compliance with brokerage policies and procedures
• Resolve problems and customer issues
• Partner with Financial Services personnel
• Author and initiate client correspondence
• Interact with customers calls, requests and operational account changes
• Prepare and mail welcome letters and holiday cards
• Monitor work flow
• Establish email market systems
• Order supplies
• Maintain rep / branch changes, internal directory, etc.
• Maintain unit BCP
• Handle communications
• Handle LPL Premium account changes
• Implement and maximize operating efficiencies
• Recommend / implement improvements to procedures
• Control and minimize departmental non-payroll costs
• Improve monitoring and measuring systems
• Recommend improvements for communication within Financial Services

Additional Essential Functions

Essential Functions

Additional Responsibilities

Safety and Health for those without supervisory duties

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Preferred Education

Bachelor's Degreein Business / Finance / Related Degree

Preferred Work Experience

Less than 2 yearsoperations / related experience

General Employee Knowledge, Skills, and Abilities

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.