What does an operations servicing specialist do?
An operations servicing specialist is in charge of developing strategies to optimize the daily operations in an organization. Among their responsibilities include gathering and analyzing reports, identifying the strengths and weaknesses of currents procedures, researching solutions against problem areas, generating leads, reviewing client feedback, and establishing policies and guidelines. They may address issues and concerns, resolving them promptly and efficiently to ensure client satisfaction and optimal services. Moreover, an operations servicing specialist may create projects and coordinate activities while adhering to the company's policies and regulations.
Operations servicing specialist responsibilities
Here are examples of responsibilities from real operations servicing specialist resumes:
- 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.
- Assign to the GMSPO contract work in the Unix environment with the WMS platform.
- Establish business relationships with major shipping lines for heavy cargo and top international freight forwarders.
- Complete DCF Medicaid application and any additional financial documentation require to ensure maximum reimbursement.
Operations servicing specialist skills and personality traits
We calculated that 11% of Operations Servicing Specialists are proficient in Data Entry, Securities, and PowerPoint. They’re also known for soft skills such as Customer-service skills, Listening skills, and Problem-solving skills.
We break down the percentage of Operations Servicing Specialists that have these skills listed on their resume here:
- Data Entry, 11%
Perform routine complex data entry tasks including word processing and spreadsheet applications while working knowledge of Windows-based computer applications.
- Securities, 6%
Collaborated with various operational units to ensure accurate processing and recording of original and adjusted cost basis on securities.
- PowerPoint, 6%
Capitalized upon organization and communication abilities to design and deliver presentations to targeted audience groups utilizing PowerPoint and Excel spreadsheets.
- Strong Customer Service, 6%
Maintained strong customer service skills and performed follow-up with brokers and sales assistants as needed.
- Booking, 5%
Generated sales quotes, booking packages and invoices using client-specific database/financial and internal CRM systems.
- CRM, 5%
Report to US CRM Manager, U.S. Business Services Operations, of a global innovation company that never stops inventing.
Common skills that an operations servicing specialist uses to do their job include "data entry," "securities," and "powerpoint." You can find details on the most important operations servicing specialist responsibilities below.
Customer-service skills. To carry out their duties, the most important skill for an operations servicing specialist to have is customer-service skills. Their role and responsibilities require that "computer support specialists must be patient and sympathetic." Operations servicing specialists often use customer-service skills in their day-to-day job, as shown by this real resume: "key expense code information for wachovia investor accounts maintain excellent customer service and data entry skills"
Listening skills. Another soft skill that's essential for fulfilling operations servicing specialist duties is listening skills. The role rewards competence in this skill because "support workers must be able to understand the problems that their customers are describing and know when to ask questions to clarify the situation." According to an operations servicing specialist resume, here's how operations servicing specialists can utilize listening skills in their job responsibilities: "communicated status updates to both internal and external clients on open transfer requests. "
Problem-solving skills. operations servicing specialists are also known for problem-solving skills, which are critical to their duties. You can see how this skill relates to operations servicing specialist responsibilities, because "support workers must identify both simple and complex computer problems, analyze them, and solve them." An operations servicing specialist resume example shows how problem-solving skills is used in the workplace: "reconciled, researched and resolved all escalated and outstanding atm transactions. "
Speaking skills. A big part of what operations servicing specialists do relies on "speaking skills." You can see how essential it is to operations servicing specialist responsibilities because "support workers must describe the solutions to computer problems in a way that a nontechnical person can understand." Here's an example of how this skill is used from a resume that represents typical operations servicing specialist tasks: "developed and presented portions of numerous briefings to all levels of the dod acquisition and t&e; communities"
Writing skills. Another common skill required for operations servicing specialist responsibilities is "writing skills." This skill comes up in the duties of operations servicing specialists all the time, as "strong writing skills are useful for preparing instructions and email responses for employees and customers, as well as for real-time web chat interactions." An excerpt from a real operations servicing specialist resume shows how this skill is central to what an operations servicing specialist does: "performed comprehensive audits on underwriting, program placement, hr compliance guidelines, and performance metrics. "
The three companies that hire the most operations servicing specialists are:
- JPMorgan Chase & Co.9 operations servicing specialists jobs
- Morgan Stanley6 operations servicing specialists jobs
- Northwestern Medicine6 operations servicing specialists jobs
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Compare different operations servicing specialists
Operations servicing specialist vs. 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. They come up with new services that will boost customer satisfaction, examining the potential for revenue and figuring out new opportunities from trends or other pre-existing programs within the company. All of this is conducted according to the vision, mission, and policies of the organization.
These skill sets are where the common ground ends though. The responsibilities of an operations servicing specialist are more likely to require skills like "data entry," "securities," "powerpoint," and "strong customer service." On the other hand, a job as a business developer requires skills like "healthcare," "customer service," "work ethic," and "excellent presentation." As you can see, what employees do in each career varies considerably.
Business developers really shine in the manufacturing industry with an average salary of $118,082. Comparatively, operations servicing specialists tend to make the most money in the technology industry with an average salary of $50,035.business developers tend to reach higher levels of education than operations servicing specialists. In fact, business developers are 6.5% more likely to graduate with a Master's Degree and 0.9% more likely to have a Doctoral Degree.Operations servicing specialist vs. 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. They also initiate new product development to expand its brand image, working closely with the marketing team for marketing strategies and promotions.
Each career also uses different skills, according to real operations servicing specialist resumes. While operations servicing specialist responsibilities can utilize skills like "data entry," "securities," "powerpoint," and "strong customer service," principal consultants use skills like "cloud," "business development," "c #," and "customer satisfaction."
Principal consultants earn a higher average salary than operations servicing specialists. But principal consultants earn the highest pay in the finance industry, with an average salary of $119,120. Additionally, operations servicing specialists earn the highest salaries in the technology with average pay of $50,035 annually.principal consultants earn higher levels of education than operations servicing specialists in general. They're 17.1% more likely to graduate with a Master's Degree and 0.9% more likely to earn a Doctoral Degree.Operations servicing specialist vs. Specialist
Specialists are employees who are responsible for specific tasks or activities in the department they are assigned to. The actions or tasks they work on are related to their educational background or work experiences. They are usually highly skilled in specializations related to the work they are assigned to. Specialists are also highly trained on the competencies that are required of their specialty. As such, they are focused on the skills and competencies that are needed to enhance their experience in their specific field further.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from operations servicing specialist resumes include skills like "data entry," "securities," "strong customer service," and "booking," whereas a specialist is more likely to list skills in "patients," "customer service," "work ethic," and "patient care. "
When it comes to education, specialists tend to earn similar degree levels compared to operations servicing specialists. In fact, they're 1.4% more likely to earn a Master's Degree, and 0.7% more likely to graduate with a Doctoral Degree.Operations servicing specialist vs. Staff specialist
The duties of a staff specialist depend on their line of work or industry of employment. Typically, their responsibilities revolve around performing support tasks such as preparing and processing documents, answering calls and correspondence, arranging appointments and meetings, and maintaining records of all transactions. There are also instances where they must liaise with clients, offer products and services, close sales, participate in the hiring and training procedures, and develop strategies to optimize business performance. Furthermore, as a staff specialist, it is essential to maintain an active communication line with fellow staff, coordinating to ensure an efficient workflow.
Even though a few skill sets overlap between operations servicing specialists and staff specialists, there are some differences that are important to note. For one, an operations servicing specialist might have more use for skills like "securities," "strong customer service," "booking," and "crm." Meanwhile, some responsibilities of staff specialists require skills like "patients," "hr," "excellent organizational," and "iso. "
The average resume of staff specialists showed that they earn similar levels of education compared to operations servicing specialists. So much so that theyacirc;euro;trade;re 4.7% more likely to earn a Master's Degree and more likely to earn a Doctoral Degree by 0.9%.Types of operations servicing specialist
Updated January 8, 2025
