Client Operations Specialist

Job Summary

The Client Operations Specialist primarily serves as a liaison between our Member Offices and our core custodians. Client Operations Specialists are go-to resources, providing direction, expertise, and training of Valmark policies and custodial platform best practices to Member Offices (newly onboarded and existing).

Essential Functions and Responsibilities

• Escalate, review, and respond to internal, Member Office, and custodial requests to process, review, or escalate urgent or complex items
• Foster relationships with Member Offices through initial & ongoing customer service and issue resolution
• Serve as an internal training resource for the Member Offices by delivering educational training on custodial technology, processes, form requirements, and communicating correct processing guidelines
• Monitor and review custodians for policy, procedures, and paperwork changes, updating resources an...