Equity Trust Company · 3 months ago
Client Onboarding Specialist
Westlake, OH
Full-time
Hybrid
Mid Level
3+ years expEquity Trust Company is an industry-leading custodian of alternative assets in tax-advantaged accounts. The Client Onboarding Specialist will partner with Sales to establish new client relationships, enhance client satisfaction, and provide support for account funding and investment processing.
Financial Services
Responsibilities
Provides sales, service, and execution support for new client relationships by placing outbound calls to assist with establishing a new client account, providing status updates, and working to effectively fund their account
Communicate via telephonically and by email to clients and referrals sources detailed instructions for the completion of activities
Manage pipeline of existing clients, coordinating all aspects of account funding, online access, and investment processing
Coordinates communication with internal operations partners to ensure successful completion of account funding and investment purchases
Gathers, reviews, and verifies required transfer and investment documentation for completion and accuracy
Contacts various contra firms to assist clients with the facilitation of a transfer or rollover of assets/cash
Maintains thorough knowledge and understanding of Equity Trust’s products and services
Assist clients with online registration of the myEQUITY portal and walking clients through different functionalities within the portal
Delivers distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous
Recognizes client needs to offer additional opportunities or education related to their investment goals
Facilitate client requested investment transactions by working with financial advisors, title companies and asset providers
Builds rapport and strengthens relationships while servicing client needs
Assist in improving the businesses online reputation by requesting clients to provide positive client feedback
Works collaboratively in a team environment to achieve team, department, and overall business commitments
Acts as trusted resource and support for the Sales Team
Assists other departments as needed
Perform other duties as assigned
Qualification
Required
Associate degree in business or related field preferred; three (3) years of experience in financial services industry may be considered in lieu of a degree
Minimum three (3) years of customer service experience
Retirement product knowledge or financial services experience preferred
Intermediate level proficiency Microsoft Office
Ability to type a minimum of 45 WPM (accurately) preferred
Basic 10 key skills
Company
Equity Trust Company
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
George Sullivan
Chief Executive Officer
Joe Stolz
Chief Technology Officer
Company data provided by crunchbase