Operations Associate

4 days ago


Westlake, Ohio, United States Equity Trust Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Services Associate to join our team at Equity Trust. As a Client Services Associate, you will be responsible for handling client requests, processing new accounts, and providing exceptional customer service.

Key Responsibilities
  • Client Request Handling: Process client requests in a timely and accurate manner, ensuring that all necessary information is obtained and documented.
  • Account Processing: Process new client accounts, including setting up accounts, processing transactions, and maintaining accurate records.
  • Customer Service: Provide exceptional customer service to clients, responding to inquiries and resolving issues in a professional and courteous manner.
  • Communication: Communicate effectively with clients, internal teams, and external partners to ensure seamless execution of client requests.
  • Document Maintenance: Maintain accurate and up-to-date records of client information, transactions, and correspondence.
Requirements
  • Education: High School Diploma or equivalent required.
  • Experience: Minimum 1 year of experience in a customer-facing role, preferably in the financial services industry.
  • Skills: Strong communication and organizational skills, with the ability to multitask and prioritize tasks effectively.
Working at Equity Trust

At Equity Trust, we empower 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. We are committed to providing exceptional service and support to our clients, and we are seeking a talented and dedicated individual to join our team.



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