What are the responsibilities and job description for the Operations Specialist position at Ross Wealth Group?
Operations Specialist
Full-Time | Arlington, TX | Competitive Salary Benefits
About Us
We are a leading financial services firm committed to helping clients achieve their financial goals through personalized attention and expert guidance. Our team provides exceptional customer experience and reliable support across a wide range of financial products.
Job Summary
We’re looking for a Operations Specialist who thrives on helping others and delivering high-quality service. In this role, you’ll assist clients with managing their financial accounts—including processing Required Minimum Distributions (RMDs), handling policy updates, processing withdrawals, and managing other account changes. If you're a proactive communicator who enjoys solving problems and building strong client relationships, we’d love to meet you.
Responsibilities
- Handle client service requests related to RMDs, withdrawals, policy updates, and other account changes
- Maintain accurate and updated client records in the Redtail CRM system
- Answer inbound calls and make outbound calls to support client needs
- Accurately log client interactions and service updates in the CRM
- Work closely with internal teams to ensure timely and correct processing of account changes
- Resolve client concerns efficiently and escalate complex issues when needed
- Stay informed about company products and services to better assist clients
Qualifications
- 2 years of experience in customer service, financial services, or insurance
- Proficiency in CRM systems (experience with Redtail CRM is a plus)
- Excellent verbal and written communication skills
- Strong attention to detail and organizational skills
- Ability to multitask and manage time effectively
- Positive, client-focused attitude and a strong work ethic
Preferred Qualifications
- Experience in financial services or insurance setting
- Prior experience with Redtail CRM
Benefits
- Competitive salary based on experience
- Health, dental, and Disability Benefits
- Opportunities for professional growth and career advancement
- Supportive, collaborative team environment
Schedule:
Monday to Friday
Full-Time
Work Location:
- In-person
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Opportunities for advancement
- Paid time off
- Professional development assistance
Schedule:
- Day shift
- Monday to Friday
Ability to Commute:
- Arlington, TX 76012 (Required)
Ability to Relocate:
- Arlington, TX 76012: Relocate before starting work (Required)
Work Location: In person