Equity Trust Company · 1 day ago
Client Onboarding Specialist
Westlake, OH
Full-time
Hybrid
Mid Level
3+ years expEquity Trust Company empowers individual investors and financial professionals by removing the barriers to investment freedom. The Onboarding Specialist partners with Sales to establish new client relationships and serves as the single point of contact for establishing and funding new client accounts.
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 the account
Gathers, reviews and verifies required documents for completion and accuracy
Assists clients with the facilitation of a transfer or rollover of assets by working with various contra firms
Maintains thorough knowledge and understanding of Equity Trust’s products and services, including the online account management system and Gold Level Service
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
Coordinates investment related walkthroughs with the Client Services department
Builds rapport and strengthens relationships while servicing client needs
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
Performs other duties as assigned
Qualification
Required
Minimum three (3) years of customer service experience
Intermediate level of proficiency in Microsoft Office
Intermediate level of proficiency in Outlook
Basic 10 key skills
Listening skills
Detail-oriented
Organizing
Time management
Written and verbal communication
Preferred
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
Retirement product knowledge or financial services experience preferred
Ability to type a minimum of 45 WPM (accurately) preferred
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