Operations Specialist

The Operations Specialist role is responsible for performing a variety of document processing, research, and record-keeping activities related to customer accounts. This role requires a thorough understanding of assigned products, services, and internal procedures to accurately investigate, document, and resolve customer requests while ensuring compliance with applicable policies and service standards.

Requirements

• Process and review customer account documentation in accordance with established procedures and service level agreements.
• Enter new account information and update existing customer records with accuracy and attention to detail.
• Record, verify, and reconcile customer transactions and account activity.
• Conduct research to support resolution of customer inquiries, disputes, or requests, and clearly document outcomes.
• Prepare reports, maintain records, and provide administrative and operational support as required.
• Respond to customer inquiries via written or system-based channels, providing clear, accurate, and timely information.
• Resolve customer issues by identifying root causes, applying appropriate resolutions, and escalating when necessary.

Benefits

• Market-competitive compensation package
• Performance-based incentives
• Inclusive equitable benefits
• Continuous development opportunities
• Employee recognition programs