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Operations servicing specialist skills for your resume and career

Updated January 8, 2025

4 min read

Quoted expert

Elisha Blankson

Below we've compiled a list of the most critical operations servicing specialist skills. We ranked the top skills for operations servicing specialists based on the percentage of resumes they appeared on. For example, 10.7% of operations servicing specialist resumes contained data entry as a skill. Continue reading to find out what skills an operations servicing specialist needs to be successful in the workplace.

15 operations servicing specialist skills for your resume and career

1. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how operations servicing specialists use data entry:

Perform routine complex data entry tasks including word processing and spreadsheet applications while working knowledge of Windows-based computer applications.
Completed daily provider maintenance, data entry updates of payment information, network affiliation, and contact information.

2. Securities

Here's how operations servicing specialists use securities:

Collaborated with various operational units to ensure accurate processing and recording of original and adjusted cost basis on securities.
Researched inquires from local and national securities operations staff.

3. PowerPoint

Here's how operations servicing specialists use powerpoint:

Capitalized upon organization and communication abilities to design and deliver presentations to targeted audience groups utilizing PowerPoint and Excel spreadsheets.
Prepare final reports and memos from initial draft for Branch Managers distribution utilizing Microsoft Word, Excel, and PowerPoint.

4. Strong Customer Service

Here's how operations servicing specialists use strong customer service:

Maintained strong customer service skills and performed follow-up with brokers and sales assistants as needed.

5. Booking

Here's how operations servicing specialists use booking:

Generated sales quotes, booking packages and invoices using client-specific database/financial and internal CRM systems.
Operate alongside sales representatives to ensure quoting and booking processes of renewal contracts are followed and accurate.

6. CRM

CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.

Here's how operations servicing specialists use crm:

Report to US CRM Manager, U.S. Business Services Operations, of a global innovation company that never stops inventing.
Supported sales team request for updated service contracts for clients in the Customer Relationship Management (CRM) System.

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7. Customer Complaints

Here's how operations servicing specialists use customer complaints:

Resolved customer complaints while researching a multitude of inquiries submitted to the home office.
Supervised customer service agents ensuring all customer complaints/issues for sales division were addressed and resolved with 95% customer satisfaction.

8. Windows

Windows is a chain of operating systems that controls a computer and is developed by Microsoft. Every version of Windows consists of GUI (graphical user interface), with a desktop that allows the user to open their files.

Here's how operations servicing specialists use windows:

Redesigned Premium Suspense Windows to be more functional for end user.
Used RDP to troubleshoot PC Windows XP Tracked day-to-day activities in lotus notes.

9. Shared Services

Here's how operations servicing specialists use shared services:

Participated in cross-organizational projects that impacted accounting shared services process by testing and troubleshooting log ticketing platform.

10. ACH

Automated Clearing House, ACH is a computerized electronic network to process, coordinate and manage transactions (credit and debit) and automated money transfers between banks and other financial institutions without the use of paper checks, electronic transfers, credit cards, or cash networks. The ACH network is regulated by the federal government and managed by the National Automated Clearing House Association (NACHA).

Here's how operations servicing specialists use ach:

Mitigate department risk and exposure by researching and reconciling over $1 million daily in recurring ACH Recall issues.
Changed ACH options on SACH to auto or manual for cash deposits or withdrawals on investment brokerage accounts.

11. Quality Customer Service

Here's how operations servicing specialists use quality customer service:

Focus on quality customer service.
Provided quality customer service through accurate and timely processing of submitted requests.

12. Process Improvement

Here's how operations servicing specialists use process improvement:

Performed monthly KPI data analysis across departments as well as developed and implemented process improvements and cost reductions.
Channel Sales Business Development Technical Application Support Competitive Estimating and Bid Analysis Process Improvement Marketing & Competitive Intelligence

13. Purchase Orders

Here's how operations servicing specialists use purchase orders:

Assist with proactive and reactive quoting; follow up on purchase order processing.
Make invoices, call tags, and enter purchase orders into the system.

14. Departmental Procedures

Here's how operations servicing specialists use departmental procedures:

Helped designed and implemented new departmental procedures for retirement plans.
Created and revised departmental procedures.

15. Unit Functions

Here's how operations servicing specialists use unit functions:

Organize and direct unit functions to achieve performance goals for a tanning salon chain.

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What skills help Operations Servicing Specialists find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What type of skills will young operations servicing specialists need?

Elisha Blankson

Program Director NCCU, Assistant Professor, North Carolina Central University

Graduates will need a skill set about the field in which they received training and additional skills useful to the job market. For example, with the changing demographics in the United States, extra skills in information technology and foreign languages will be a plus when entering the job market.

Do you want to know more?

List of operations servicing specialist skills to add to your resume

The most important skills for an operations servicing specialist resume and required skills for an operations servicing specialist to have include:

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

Medicare
Operational Tasks
Data Integrity
Subpoenas
Client Accounts
Level Agreements
SLA
Customer Inquiries
Outbound Calls
SEI
External Clients
Financial Systems
Account Maintenance
Customer Issues
Bank Secrecy Act

DTC
Anti-Money Laundering
Equities
Wire Transfers
IRS
Customer Accounts
Inbound Calls
Internal Clients
ATM
Sales Quotes
Customer Data
Retirement Accounts
CMS
IDX
Enrollment Applications

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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