Equity Trust - Westlake, OH
posted 7 days ago
Full-time - Entry Level
Westlake, OH
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The 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 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
- Provide support for institutional relationships by placing outbound calls to assist with establishing 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
Requirements
- 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
