Jobs
>
Fort Myers

    Client Services Associate - Fort Myers, United States - Equity Trust

    Equity Trust
    Equity Trust Fort Myers, United States

    1 week ago

    Default job background
    Full time
    Description
    *This position is located in our Fort Myers, FL office but is eligible for a hybrid schedule.

    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
    JOB OVERVIEW:    The Client Services Associate services and guides existing clients and investment sponsors through processes related to completing self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments.
    RESPONSIBILITIES & DUTIES:
    • Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits).
    • Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and other client transactions.
    • Effectively learns and communicates IRS rules and regulations related to IRAs.
    • Utilizes CRM system to keep all transaction and case statuses updated, as well as logging all communication.
    • Enters details of new investment submissions for onboarding.
    • Uses DocuSign to create e-signing templates.
    • Builds and maintains relationships with account holders, vendors, and referral sources.
    • Coordinates with third-parties such as investment managers, brokers, attorneys, transfer agents, and fund administrators to ensure timely processing of transactions.
    • Collaborates across departments to assist with special projects, as necessary.
    • Identifies opportunities to assist vendors with new account applications and/or upcoming capital calls and capital raises.
    • Creates and maintains processes to regularly follow up with top vendors and clients.
    • Performs other duties as assigned.

    QUALIFICATIONS:
    • 1-3 years of experience in a service-oriented or sales assistant role.
    • Experience in Accounting, Finance, or Administration is preferred.
    • Bachelor's degree in Finance or related field preferred.

    PROFESSIONAL CERTIFICATIONS
    • None

    TECHNICAL SKILLS:    To be successful in this role, you should have experience with and an understanding of the following:Proficient in Microsoft Office Suite
    CULTURAL COMPETENCIES:    In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:Customer Focus | Communicates Effectively
    Resourcefulness | Balances Stakeholders
    PHYSICAL DEMANDS/WORK ENVIRONMENT:    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.
    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:    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 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.

    About Equity Trust:

    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.

  • Equity Trust

    Client Services Associate

    1 day ago

    Equity Trust Fort Myers, United States

    * This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period. · 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 su ...

  • Equity Trust

    Client Services Associate

    1 day ago

    Equity Trust Fort Myers, United States

    * This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period. · 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 su ...

  • Winn-Dixie

    Customer Service Associate

    2 weeks ago

    Winn-Dixie Fort Myers, United States

    Winn-DixieWinn-Dixie Retail Stores S CLEVELAND AVE UNIT 19 [Retail Associate / Team Member] As a Customer Service Associate at Winn-Dixie, you'll: Provide continuous attention to customer needs; Greet, assist and thank customers in a prompt, courteous and friendly manner; Stock f ...

  • YMCA of Southwest Florida

    Membership Services Associate

    1 week ago

    YMCA of Southwest Florida Fort Myers, United States

    Job Type Part-timeDescriptionPOSITION SUMMARY:This position is responsible for serving members and guests, maintaining member service control, answering the telephone, answering member questions, and performing various clerical duties.ESSENTIAL FUNCTIONS: Greet and serve members ...

  • YMCA of Southwest Florida

    Membership Services Associate

    6 days ago

    YMCA of Southwest Florida Fort Myers, United States

    Job Type · Part-time · Description · POSITION SUMMARY: · This position is responsible for serving members and guests, maintaining member service control, answering the telephone, answering member questions, and performing various clerical duties. · ESSENTIAL FUNCTIONS: · Gre ...

  • Wealth Enhancement Group

    Client Service Associate

    2 weeks ago

    Wealth Enhancement Group Fort Myers, United States

    About Wealth Enhancement GroupWealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi pro ...

  • Johnson Controls

    Customer Service Associate

    1 week ago

    Johnson Controls Fort Myers, United States

    Company Description · What Will You Do? · Full time Account Representative to work within our FireMaster Administrative Assistant Department. Responsibilities include answering inbound calls, dispatching service calls and coordination of technician schedules. Prepare completed w ...

  • Equity Trust

    Client Services Associate

    2 weeks ago

    Equity Trust Fort Myers, United States Full time

    *This position is located in our Fort Myers, FL office but eligible for a hybrid schedule. · 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 d ...

  • The Hertz Corporation

    Flexible Customer Service Associate

    1 week ago

    The Hertz Corporation Fort Myers, United States

    Accelerate your career with Hertz · Wage: $14/HR + monthly incentives · Job Description: · The Flexible Customer Service Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer ob ...

  • Keiser University

    Associate Director of Student Services

    1 week ago

    Keiser University Fort Myers, United States

    The Associate Director of Student Services provides quality programs and services that facilitate access and foster academic, career, and personal success for all students. The Associate Director of Student Services also provides support to the Director of Student Services. The A ...

  • Lee Health

    Medical Library Services Associate

    6 days ago

    Lee Health Fort Myers, FL, United States

    Location:HealthPark Medical Center -9981 So HealthPark CircleFort Myers FL 33908 · Department: Library · Work Type: Full Time · Shift: Shift 1/8:00:00 AM to 4:30:00 PM · Minimum to Midpoint Pay Rate:$ $20.16 / hour · Summary · This position provides circulation and reference serv ...

  • Pull-A-Part

    Automotive Customer Service Associate

    1 week ago

    Pull-A-Part Fort Myers, United States

    Job Type · Full-time · Description · "When your car doesn't work, your life doesn't work" That's our motto here at U-Pull-&-Pay (A Pull-A-Part Company), and it's the challenge that we help our customers overcome every day We're currently looking for happy, goal-oriented individ ...

  • Hertz

    Customer Service Sales Associate

    4 days ago

    Hertz Fort Myers, United States

    The Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-class customer service and sales suppor ...

  • Massage Envy

    Sales & Customer Service Associate

    1 day ago

    Massage Envy Fort Myers, United States

    Overview · Where Better Careers BeginMassage Envy of South Ft. Myers: 15880 Summerlin Road. Ft. Myers, FL 33908 · Do you have a passion for helping others? At the Massage Envy of South Ft. Myers franchise, we support and inspire you to be your best while we work together to help ...

  • Massage Envy

    Sales & Customer Service Associate

    1 week ago

    Massage Envy Fort Myers, United States

    Overview: · Where Better Careers Begin · Massage Envy of Ft. Myers: Mile Cypress Pkwy #160, Fort Myers, FL 33966 · Do you have a passion for helping others? At the Massage Envy of Ft. Myers franchise, we support and inspire you to be your best while we work together to help cl ...

  • Hertz

    Flexible Customer Service Associate

    1 week ago

    Hertz Fort Myers, United States

    Job Description · Accelerate your career with Hertz · Wage: $14/HR + monthly incentives · Job Description: · The Flexible Customer Service Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and ov ...

  • Lee Health Careers

    Medical Library Services Associate

    1 week ago

    Lee Health Careers Fort Myers, FL, United States Full time

    Location: HealthPark Medical Center -9981 So HealthPark CircleFort Myers FL 33908 · Department: Library · Work Type: Full Time · Shift: Shift 1/8:00:00 AM to 4:30:00 PM · Minimum to Midpoint Pay Rate: $ $20.16 / hour · Summary · This position provides circulation and referen ...

  • Hertz

    Customer Service Sales Associate

    1 week ago

    Hertz Fort Myers, United States Full time

    Hertz, an industry leader is seeking high-charged, high-energy, team-driven individuals to work as Customer Service Sales Associate. As a Customer Service Sales Associate, you will have the opportunity to drive Hertz cars while getting paid a competitive wage of $13 per hour. · ...

  • Florida Gulf Coast University

    OPS User Services Support Associate

    1 day ago

    Florida Gulf Coast University Fort Myers, United States Part time

    Job Summary · OPS User Services Support Associates are part-time employees of User Services which supports a wide variety of technologies at the University. · User Services is part of the Information Technology Services Department. Information Technology Services consists of mult ...

  • Florida Gulf Coast University

    Student User Services Support Associate

    5 days ago

    Florida Gulf Coast University Fort Myers, United States Part time

    Job Summary · Student User Services Support Associates are part-time employees of User Services which supports a wide variety of technologies at the University. · User Services is part of the Information Technology Services Department. Information Technology Services consists o ...