When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future! This position is based out of our Westlake, OH office but is eligible for a hybrid remote schedule. The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client account. This role strives to improve client satisfaction, enhance and expand client relationships, and provides additional opportunities or education related to the products and services available. The Onboarding Specialist works cross-functionally with Sales, Client Services, and Operations to strengthen client loyalty, referrals, and retention. Essential functions include providing sales, service, and execution support for new client relationships by placing outbound calls to assist with establishing a new client account, providing status updates, and working to effectively fund the account. The specialist gathers, reviews, and verifies required documents for completion and accuracy, assists clients with the facilitation of a transfer or rollover of assets by working with various contra firms, and maintains thorough knowledge and understanding of Equity Trust's products and services, including the online account management system and Gold Level Service. Delivering distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous is crucial. The specialist recognizes client needs to offer additional opportunities or education related to their investment goals and coordinates investment-related walkthroughs with the Client Services department. Building rapport and strengthening relationships while servicing client needs is a key aspect of this role, as is working collaboratively in a team environment to achieve team, department, and overall business commitments.