Client Onboarding Specialist - Sales EI - Equity Trust

• 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.

• 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.

• None required

• Intermediate-level proficiency in Microsoft Office, especially Outlook.
• Ability to type a minimum of 45 WPM accurately preferred.
• Basic 10-key skills.

• Customer Focus
• Interpersonal Savvy
• Communicates Effectively
• Resourcefulness

• 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.

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.