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New Client Accounts Specialist

1 month ago

Fort Myers, United States Equity Trust Full time
*This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after the probationary period.

JOB OVERVIEW:The New Client Accounts Specialist - Onboarding Associate serves as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives to enhance and expand client relationships to improve client satisfaction, and provides additional opportunities or education related to ETC products and services available. This role often works cross functionally with the Sales, Client Services, and Operations teams to strengthen client loyalty, referrals, and retention.
RESPONSIBILITIES & DUTIES:
  • Maintains a strong understanding of the alternative investments our clients prefer including but not limited to: Private Funds, Commercial Real Estate, Venture Capital, Angel Investing and more
  • Efficiently and proactively manages client correspondence (incoming calls, emails, chats, and client visits)
  • Reaches out to prospective clients via phone call, text, and/or email to provide support with application
  • Answers client questions regarding IRA rules and our IRA set up process
  • Assists with existing channels of referrals and current relationships to identify ways to build new business and deepen relationships
  • Ensures that new clients are successfully transitioned into our service department upon completing the new account onboarding process
  • Utilizes Salesforce to keep all transaction and case statuses updated, also logging all communication.
  • Builds and maintains relationships with account holders and referral sources
  • Collaborates with the management team for special events or meetings 
  • Works across departments to assist with special projects, as necessary
  • Attends industry trade shows, seminars, conferences, and networking events on occasion (some nights/weekends may be required)
  • Perform other duties as assigned 

QUALIFICATIONS:
  • Bachelor’s Degree required or 2+ years of relevant work experience
  • 2 years of experience in the financial sector, specifically working with advisers, financial planning, asset management programs, and private placement funds
  • Excellent verbal and written communication skills
 PROFESSIONAL CERTIFICATIONS:
  • None

TECHNICAL SKILLS:To be successful in this role, you should have experience with and an understanding of the following:Proficient in Microsoft Office Suite  |  
CULTURAL COMPETENCIES:In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: Customer Focus | Communicates Effectively
Resourcefulness | Balances Stakeholders 
PHYSICAL DEMANDS/WORK ENVIRONMENT:This job operates in a professional office environment and routinely uses standard office equipment. Whileperforming the duties of this job, the associate is regularly required to speak and hear. The associate isfrequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers,and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend orstand on a stool as necessary. DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:The above statements describe the general nature and level of work only. They are not an exhaustive list of allrequired responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

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