Client Success Account Executive

3 days ago

Westlake, United States Equity Trust Full time
*This position requires a full-time, in-office schedule.

JOB OVERVIEWThe Client Success Account Executive assists with the retention of existing clients who are at risk of divesting their fund(s) from Equity Trust. Additionally, assists in cross selling additional products that Equity Trust offers to existing clients.
RESPONSIBILITIES & DUTIES
  • Connects with existing clients by making outbound dials and assists them with upgrading their accounts to premium offerings such as Gold Level Service and Gold Level Service Prime
  • Receives inbound calls and makes outbound calls with clients in order to save their accounts from leaving Equity Trust
  • Develops retention offers based upon a client’s specific needs and concerns using provided guidelines
  • Issues waivers and refunds to retain clients based on budgetary goals
  • Processes retention offers once accepted
  • Transfers current clients to the correct department when there are issues with the client’s account
  • Researches client concerns to offer solutions
  • Provides solutions with Real Estate transactions outside of the IRA market with our 1031 solution
  • Contacts clients proactively that have had negative experiences with Equity Trust
  • Researches and provides education to current clients to establish supplemental accounts
  • Assists other departments as needed
  • Performs other duties as assigned

QUALIFICATIONS
  • Minimum 2 years of sales experience, preferably in the financial services industry
  • High School Diploma or GED
  • Associate or bachelor’s degree preferred

PROFESSIONAL CERTIFICATIONS
  • None required

TECHNICAL SKILLSTo be successful in this role, you should have experience with and an understanding of the following:
  • Expert-level proficiency in Microsoft Office
  • Intermediate knowledge of Customer Relationship Management (CRM)

CULTURAL COMPETENCIESIn 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
  • Resourcefulness
  • Communicates Effectively
  • Instills Trust

PHYSICAL DEMANDS/WORK ENVIRONMENTThis job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently 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 or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENTThe above statements describe the general nature and level of work only. They are not an exhaustive list of all required 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. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.

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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