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

    Equity Trust
    Equity Trust Fort Myers, United States

    1 week ago

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    Description

    • 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 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 for our Private Client team services and guides new and existing clients through processes related to completing real estate purchases and sales, notes, and LLCs.

    Works closely with clients, vendors, and other team members to exchange information and documents related to client investments.

    RESPONSIBILITIES & DUTIES


    • Efficiently manage a high volume of client correspondence (incoming calls, emails, chats, and client visits)
    • Answers client questions regarding financial transactions, including asset purchases, sales, real estate, and non-real estate client transactions
    • Effectively learns and communicates IRS rules and regulations related to IRAs
    • Utilizes our CRM system to keep all transaction and case statuses updated, as well as logging all communication
    • Builds and maintains relationships with account holders and referral sources
    • Coordinates with third-parties such as attorneys and title companies to ensure timely processing of Real Estate closings
    • Opportunity to attend industry trade shows, seminars, conferences, and networking events
    • Collaborates across departments to assist with special projects, as necessary
    • Performs other duties as assigned

    QUALIFICATIONS

    • Bachelor's degree in finance or related field preferred
    • 1-3 years of experience in a service-oriented role (Real Estate Closer/Title Agent/Paralegal/Customer Service)
    • Experience in Accounting, Finance, or Administration is a plus

    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.

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