How to hire an operations servicing specialist

How to hire an operations servicing specialist, step by step

Here's a step-by-step operations servicing specialist hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an operations servicing specialist job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new operations servicing specialist
• Step 8: Go through the hiring process checklist

What does an operations servicing specialist do?

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1. Identify your hiring needs

   Before you post your operations servicing specialist job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find an operations servicing specialist for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

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   Hiring the perfect operations servicing specialist also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   The following list breaks down different types of operations servicing specialists and their corresponding salaries.

   Type of Operations Servicing Specialist	Description	Hourly rate
   Operations Servicing Specialist		$14-31
   Business Developer	A business developer specializes in conducting in-depth business analysis and crafting various strategies that would not just help a business grow, but also strengthen client base and brand awareness. One of their primary responsibilities revolves around identifying areas in need of improvement... Show more	$31-75
   Principal Consultant	A principal consultant is responsible for evaluating business' needs and opportunities, identifying potential leads to create project proposals, and maintaining strong business relationships that would generate revenues and increase the organization's profitability. Principal consultants must be up-to-date with the current market trends to ensure that the business adapts to the industry's changes... Show more	$43-72

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Data Entry
   • Securities
   • PowerPoint
   • Strong Customer Service
   • Booking
   • CRM
   • Customer Complaints
   • Windows
   • Shared Services
   • ACH
   • Quality Customer Service
   • Process Improvement
   • Purchase Orders
   • Departmental Procedures

   Check all skills

   Responsibilities:

   • Manage a variety of operational tasks for moderately complex securities transactions that require knowledge of vary systems and processes.
   • Maintain current knowledge of ACH rules, proper procedures, and regulations.
   • Change ACH options on SACH to auto or manual for cash deposits or withdrawals on investment brokerage accounts.
   • Oversee direct deposit enrollment and benefits enrollment organizing and faxing forms to corporate payroll and outsourcing company to ensure employee enrollment.
   • Experience in training associates in nightly and monthly processes such as NAV and dividend processing.
   • Document and confirm overnight cash levels of funds and NAV calculations with the custodian bank.

   More operations servicing specialist duties

3. Make a budget

   Including a salary range in your operations servicing specialist job description is a great way to entice the best and brightest candidates. An operations servicing specialist salary can vary based on several factors:

   • Location. For example, operations servicing specialists' average salary in montana is 40% less than in new jersey.
   • Seniority. Entry-level operations servicing specialists earn 53% less than senior-level operations servicing specialists.
   • Certifications. An operations servicing specialist with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in an operations servicing specialist's salary.

   Average operations servicing specialist salary

   $45,716yearly

   $21.98 hourly rate

   ---

   Entry-level operations servicing specialist salary

   $31,000 yearly salary

   Updated January 23, 2026

   Average operations servicing specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New Jersey	$63,035	$30
   2	California	$62,859	$30
   3	New York	$57,540	$28
   4	Massachusetts	$54,135	$26
   5	Delaware	$53,872	$26
   6	Texas	$49,553	$24
   7	Washington	$48,551	$23
   8	Illinois	$46,952	$23
   9	Pennsylvania	$46,048	$22
   10	Colorado	$45,740	$22
   11	Ohio	$45,352	$22
   12	Missouri	$44,239	$21
   13	North Carolina	$42,093	$20
   14	Utah	$41,871	$20
   15	Indiana	$40,471	$19
   16	Florida	$39,440	$19
   17	Minnesota	$39,241	$19
   18	Georgia	$38,336	$18

   Average operations servicing specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Microsoft	$100,585	$48.36	10
   2	Novartis	$89,730	$43.14	14
   3	Tata Group	$84,671	$40.71	12
   4	Halliburton	$67,497	$32.45	6
   5	Gresham Smith	$64,889	$31.20
   6	Softpath System	$64,058	$30.80
   7	HRL Laboratories	$61,422	$29.53
   8	Deutsche Bank	$59,497	$28.60	1
   9	J.P. Morgan	$59,358	$28.54
   10	Highspot	$57,470	$27.63
   11	JPMorgan Chase & Co.	$55,345	$26.61	46
   12	Chicago Public Schools	$54,785	$26.34	2
   13	The Cheesecake Factory	$54,716	$26.31	1
   14	Chevron	$53,819	$25.87	6
   15	Amgen	$53,627	$25.78	7
   16	Firefighters First Credit Union	$53,594	$25.77	2
   17	MSX International	$51,309	$24.67	9
   18	MOUNTAIN STATES EMPLOYERS COUNCIL	$51,151	$24.59
   19	WorldLink	$50,830	$24.44
   20	Single Digits	$50,725	$24.39

4. Writing an operations servicing specialist job description

   A job description for an operations servicing specialist role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's an operations servicing specialist job description:

   Operations servicing specialist job description example

   Zurich North America is currently hiring Underwriting Services Specialist II to join the Operations Services Department. As an Underwriting Services Specialist II you will support the Processing Services Producer Appointment & Licensing or the Policy Services team. You will work closely with our Agents, Agencies, experienced Underwriters and Underwriting Associates to provide advanced processing support for moderately complex business transactions. This is a great opportunity to step into the field of Underwriting and grow your career!
   
   This position is a hybrid of remote work and in office activity designed to meet the need of the selected candidate and Zurich North America.
   
   The candidate selected for this opportunity should be able to report to the North American office located in Schaumburg, IL.
   In this position you will be responsible for: Accesses various systems to input data and compiles information and reports for internal and external customers. Interacts with Zurich staff to obtain and provide necessary information in order to resolve issues and provide timely, accurate service to attract and retain profitable business. May act as a subject matter expert and may train new technicians to the department. Communicates directly with market facing roles to obtain information necessary to complete work. May act as subject matter expert/cross skill resource. Processes all work within department standards and can articulate key compliance impacts (e. g. rate effective and form edition dates). Enters or retrieves information and inputs non-routine entries and transactions. Basic Qualifications: High School Diploma or Equivalent and 1 or more years of experience in Customer Service or Transactional Operations area OR Zurich Certified Insurance Apprentice including an Associate Degree and No prior experience required in the Clerical Support or Data Entry area
   Preferred Qualifications: Excellent customer service skills Strong verbal and written communication skills Detail oriented Ability to produce a quality work product with detail and accuracy Advanced data entry skills Office/administrative skills Experience working with quality and production measurements Problem Solving Skills Ability to prioritize Ability to multi-task and adapt in a fast pace work environment
   As a condition of employment at Zurich, employees must adhere to our COVID-related health and safety protocols ( ), including, without limitation, a requirement that employees attest as to their vaccination status with a YES/NO, and upload proof of vaccination status, or a negative COVID test result when applicable, to a third-party vendor. These protocols are continuously re-evaluated and the requirements may change at any time.
   
   A future with Zurich. What can go right when you apply at Zurich?
   
   Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more.
   
   As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet
   
   Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
   
   Location(s): AM - Schaumburg
   Remote Working: Hybrid
   Schedule: Full Time
   
   Linkedin Recruiter Tag:

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5. Post your job

   To find operations servicing specialists for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any operations servicing specialists they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level operations servicing specialists with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your operations servicing specialist job on Zippia to find and recruit operations servicing specialist candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit operations servicing specialists, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new operations servicing specialist

   Once you've decided on a perfect operations servicing specialist candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   After that, you can create an onboarding schedule for a new operations servicing specialist. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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How much does it cost to hire an operations servicing specialist?