Client Onboarding Specialist

4 weeks ago

Westlake, United States Equity Trust Full time
This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.

JOB OVERVIEWThe Onboarding Specialist for the Sales EI team supports institutional relationships by serving as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives 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:
  • Provide support for institutional relationships by placing outbound calls to assist with establishing a new client accounts, providing status updates, and working to effectively fund accounts.
  • Gather, review, and verify required documents for completion and accuracy.
  • Assist clients with the facilitation of a transfer or rollover of assets by working with various contra firms.
  • Maintain thorough knowledge and understanding of Equity Trust’s products and services, including the online account management system.
  • Deliver distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous.
  • Coordinate investment-related walkthroughs with the Client Services team.
  • Build rapport and strengthen relationships while servicing client needs.
  • Work collaboratively in a team environment to achieve team, department, and overall business commitments.
  • Perform other duties as assigned.

QUALIFICATIONS:
  • Associate degree in business or related field preferred; 3 years of experience in the financial services industry may be considered in lieu of a degree.
  • Minimum 3 years of customer service experience required.
  • Retirement product knowledge or financial services experience preferred.

PROFESSIONAL CERTIFICATIONS:
  • None required

TECHNICAL SKILLS:To be successful in this role, you should have experience with and an understanding of the following:
  • Intermediate-level proficiency in Microsoft Office, especially Outlook.
  • Ability to type a minimum of 45 WPM accurately preferred.
  • Basic 10-key skills.

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
  • Interpersonal Savvy
  • Communicates Effectively
  • Resourcefulness

PHYSICAL DEMANDS/WORK ENVIRONMENT:
  • This 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.

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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