Overview
On Site
Full Time
Skills
Retail
Customer Service
Information Systems
Brokerage
Business Continuity Planning
Payroll
Communication
Financial Services
Regulatory Compliance
Policies and Procedures
Microsoft Office
Supervision
Loss Prevention
SAFE
Reporting
Finance
Problem Solving
Facilitation
Microsoft Exchange
Analytical Skill
Job Details
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
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Additional Responsibilities
Complete special projects as they are assigned
Safety and Health for those without supervisory duties
Abide by the rules of the safety and loss prevention program
Perform work tasks in a safe manner
Report any and all injuries to supervisor
Know what to do in case of an emergency
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 Degree in Business / Finance / Related Degree
Preferred Work Experience
Less than 2 years operations / related experience
General Employee Knowledge, Skills, and Abilities
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
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
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Additional Responsibilities
Complete special projects as they are assigned
Safety and Health for those without supervisory duties
Abide by the rules of the safety and loss prevention program
Perform work tasks in a safe manner
Report any and all injuries to supervisor
Know what to do in case of an emergency
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 Degree in Business / Finance / Related Degree
Preferred Work Experience
Less than 2 years operations / related experience
General Employee Knowledge, Skills, and Abilities
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.