Client Onboarding Specialist

Overview

This position is based out of our Westlake, OH office but eligible for a hybrid schedule after successful completion of the probationary period.

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. Strives to improve client satisfaction, enhance and expand client relationships and provides additional opportunities or education related to the products and services available. Works cross functionally with Sales, Client Services, and Operations to strengthen client loyalty, referrals and retention.

• Provides 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
• 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
• Maintains thorough knowledge and understanding of Equity Trust’s products and services, including the online account management system and Gold Level Service
• Delivers distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous
• Recognizes client needs to offer additional opportunities or education related to their investment goals
• Coordinates investment related walkthroughs with the Client Services department
• Builds rapport and strengthens relationships while servicing client needs
• Works collaboratively in a team environment to achieve team, department, and overall business commitments

• Acts as trusted resource and support for the Sales Team
• Assists other departments as needed
• Performs other duties as assigned

Education and Experience:

• Associate degree in business or related field preferred; three (3) years of experience in financial services industry may be considered in lieu of a degree
• Minimum three (3) years of customer service experience
• Retirement product knowledge or financial services experience preferred

PROFESSIONAL

CERTIFICATIONS:

None required

• Intermediate level of proficiency in Microsoft Office
• Intermediate level of proficiency in Outlook
• Ability to type a minimum of 45 WPM (accurately) preferred
• Basic 10 key skills

• In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development
• Listening skills
• Detail-oriented
• Organizing
• Time management
• Written and verbal communication

This job operates in a professional office environment. This role 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, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

The 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 can be amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

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.