Securities Operations Service Specialist Jobs (NOW HIRING)

Position Overview

Are you a detail-oriented, process-driven professional who thrives in a fast-paced technology environment? TRCG is seeking a motivated Operations Service Coordinator to serve as a key link in our internal operations workflow — supporting both our B2B and B2C client base. In this role, you will manage the end-to-end workflow for client quotes, process billing, and oversee the check-in and tracking of incoming inventory, ensuring every step is accurately documented and efficiently executed. If you are passionate about operational excellence and making a real impact behind the scenes of a growing retail technology company, we want to hear from you.

Key Responsibilities

●      Serve as the primary point of contact alongside our receptionist, triaging incoming requests and directing them to the appropriate department or technician

●      Manage the end-to-end workflow for hardware and software quote requests — from initial inquiry through quote generation and client delivery

●      Coordinate with vendors, internal teams, and clients to collect the information needed to prepare accurate and competitive quotes

●      Process client billing accurately and in a timely manner, ensuring all invoices align with completed work orders and approved quotes

●      Track and manage the check-in of incoming inventory, verifying shipments against purchase orders and maintaining accurate stock records

●      Maintain up-to-date records in the CRM and ticketing system for all quote activity, billing transactions, and inventory updates

●      Follow up with clients by phone as needed to gather details, clarify requirements, or confirm information tied to open quotes

●      Monitor open quote and billing workflows, escalating delays or discrepancies to the appropriate team lead

●      Communicate professionally with clients regarding quote status, billing inquiries, and hardware or software availability

●      Collaborate with the Sales and Technical Support teams to ensure quote accuracy and alignment with client needs

●      Contribute to the accuracy and organization of operational records, supporting reporting and process improvement efforts

Required Qualifications

●      2+ years of experience in a service coordination, operations support, or customer service role — preferably within a technology, IT services, or B2B environment

●      Exceptional organizational skills with the ability to manage multiple priorities and deadlines simultaneously in a dynamic setting

●      Strong written and verbal communication skills; professional, polished, and client-facing demeanor at all times

●      Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and Google Workspace (Docs, Sheets, Drive), with comfort learning new software platforms

●      Experience working with ConnectWise (ticketing) and HubSpot (CRM), or demonstrated ability to quickly learn similar platforms

●      High attention to detail and a firm commitment to data accuracy and documentation quality

●      Ability to work independently and collaboratively in a team-oriented, fast-paced environment

●      Strong problem-solving skills and a proactive, solutions-first mindset when navigating client or operational challenges

●      High school diploma or equivalent required; Associate's or Bachelor's degree in Business, Operations Management, or a related field preferred

Preferred Experience

●      Familiarity with Point of Sale (POS) systems, retail technology, or IT hardware/software environments

●      Experience coordinating field service or dispatch operations across multiple geographic regions

●      Background in a managed services provider (MSP) or value-added reseller (VAR) environment

●      Knowledge of NCR Counterpoint SQL or similar POS platforms

●      Exposure to SLA management frameworks and client escalation workflows

●      Prior experience in a client-facing operations role within a small-to-mid-size technology company

with room for career growth

The Retail Computer Group, LLC (TRCG) is a premier provider of Point of Sale (POS) technology solutions, proudly serving specialty retailers and businesses of all sizes — both business-to-business (B2B) and business-to-consumer (B2C) — throughout the United States and into Canada for over 54 years. Our team of dedicated specialists helps clients streamline operations, grow revenue, and deliver exceptional customer experiences through industry-leading software, hardware, and support. At TRCG, our post-sale service isn't an afterthought — it's our foundation.