- 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 strengthens 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
-
Onboarding & Underwriting Specialist
1 week ago
Everstaff Pepper Pike, United StatesJob Description · Job DescriptionWe are looking for an Onboarding and Underwriting Specialist for our client in Pepper Pilke In this pivotal position, you will serve as the primary point of contact, meticulously evaluating and researching potential new business ventures. Key Resp ...
-
Recruiter & Onboarding Specialist
16 hours ago
Sensical Inc. Solon, United States Full timeAre you a results-driven Recruiting & Onboarding Specialist fueled by building dynamic teams? Opportunity awaits. · Are you an enthusiastic, entrepreneurial go-getter with a knack for finding and hiring great talent? Are you a recruiting professional passionate about placing sou ...
-
Velocity Ventures Fairview, OH, United States Freelance**Our Human Resources department currently consists of eight employees and serves as an internal service partner, provider, and important strategic advisor for the entire Salus Group. The team works closely with the respective departments to handle personnel recruitment, developm ...
-
Senior Process Manager
1 week ago
Velocity Enterprises Avon, United StatesAbout WG-DATA GmbH: · We shape transformation - Personal | Pragmatic | Competent · As a owner-managed, growth-oriented management consultancy, we work across industries with a focus on the financial services, healthcare and energy supply sectors. The long-standing expertise of ou ...
-
Human Resources Specialist
20 hours ago
ITS Traffic Systems, Inc Westlake, United StatesTitle: Human Resources Specialist · Department: Human Resources · Reports to: Controller · Direct Reports: None · Job Summary: The Human Resources Specialist will be responsible for a variety of functions including recruiting, insurance rollout, employee engagement, and payroll p ...
-
Search Engine Optimization Specialist
5 days ago
ChoiceLocal Westlake, United StatesWho We Are: ChoiceLocal is a full service digital marketing agency specializing in hyper-local marketing for franchisees and franchisors. We believe in delivering superior results and customer service to our partners, giving back to the community by helping others, and empowering ...
-
Marketing Operations Specialist
5 days ago
Equity Trust Company Westlake, United States*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after probationary period. · JOB OVERVIEW · The Marketing Operations Specialist is responsible for all lead support activities within Marketing and Sales. Duties include but are not limit ...
-
Paid Advertising Specialist
1 day ago
ChoiceLocal Westlake, United StatesWho We Are: ChoiceLocal is a full service digital marketing agency specializing in hyper-local marketing for franchisees and franchisors. We believe in delivering superior results and customer service to our partners, giving back to the community by helping others, and empowering ...
-
Community Outreach Specialist
4 days ago
HarmonyCares Westlake, United StatesJob Description · Overview · HarmonyCares is one of the nation's largest home-based primary care practices. HarmonyCares is a family of companies all dedicated to providing high-quality, coordinated health care in the home. This includes HarmonyCares, HarmonyCares Medical Group, ...
-
Quantum Ventures Botsford, United StatesAbout the Company · We are specialists in the field of wedding rings, engagement rings, and ring enhancers. The owner-managed company has been steadily growing since 2003. Our team now consists of over 100 employees and we have retail stores in 36 cities in the DACH region. We pl ...
-
Human resources clerk
2 weeks ago
Aurora Solutions Chippewa Park, OH, United States FreelanceWe are looking for a **Personnel Specialist (m/f/d)** for our client in **Waghäusel** with a pay rate of **20€/hour**. · **What we offer:** · - Holiday and Christmas bonus · - Above-average vacation days · - Permanent employment contract · - Possibility of being hired by our clie ...
-
Velocity Enterprises Reminderville, United StatesAbout the Company · We are one of the first market research institutes from Germany that specializes in digital surveys as a method of data collection. Our operations are based in Düsseldorf. Since 2004, we have been the market leader in the field of market research, 100% indepen ...
-
Marketing Operations Specialist
4 days ago
Equity Trust Westlake, United States Full time*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after probationary period. · JOB OVERVIEW:The Marketing Operations Specialist is responsible for all lead support activities within Marketing and Sales. Duties include but are not limited t ...
-
APRN PA I Interventional Radiology
1 week ago
Cleveland Clinic Avon, United StatesThe Cleveland Clinic is currently seeking a PA or APRN for a primarily inpatient Interventional Radiology Consult service line position. Responsibilities include managing all aspect of inpatient consults for this fast-paced in-patient team. Intermittent coverage as general roundi ...
-
APRN PA II Hematology Oncology PRN
5 days ago
Cleveland Clinic Avon, United StatesAPRN: Nationally certified licensed healthcare provider who provides primary and/or specialty nursing and/or medical care in a variety of healthcare settings. Functions in collaboration with a physician according to a standard care arrangement and specialty certification. Provide ...
-
Cleveland Clinic Avon, United StatesThe Department of Hospital Medicine is looking to add a qualified Family/Adult-Geriatric/Acute Care Nurse Practitioner or Physician Assistant to join the Hospital Medicine team. In this role, the APRN/PA will work at the top of their license caring for patients at Avon Hospital. ...
-
Community Outreach Specialist
4 days ago
HarmonyCares Lakewood, United StatesOverviewHarmonyCares is one of the nation's largest home-based primary care practices. HarmonyCares is a family of companies all dedicated to providing high-quality, coordinated health care in the home. This includes HarmonyCares, HarmonyCares Medical Group, HarmonyCares Home Hea ...
-
Medical Director
1 week ago
MedVet Brook Park, United States· MedVet has an opportunity for a strong Medical Director (MD) who is looking to grow our hospital in Cleveland, OH. · Why join the team at MedVet Cleveland? MedVet Cleveland is a premier animal emergency and specialty hospital in the Cleveland area with board-certified speciali ...
-
Cleaning Technician
3 days ago
North Ridgeville City School District North Ridgeville, United StatesCelestar Corporation is seeking a · Senior-level Intelligence Management Specialists (International Intelligence Engagements and Programs Support (IIEPS)) · supporting the · United States Central Command (USCENTCOM) Directorate of Intelligence (J2) · located at · MacDill AFB ...
-
Medical Director
3 days ago
MedVet Brook Park, United States· MedVet has an opportunity for a strong Medical Director (MD) who is looking to grow our hospital in Cleveland, OH. · Why join the team at MedVet Cleveland? MedVet Cleveland is a premier animal emergency and specialty hospital in the Cleveland area with board-certified special ...
Sales Onboarding Specialist - Westlake, United States - Equity Trust
Description
*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after 90 days (2 days remote).JOB OVERVIEW
The Onboarding Specialist for the Sales EI team supports institutional relationships by serving as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives enhance and expand client relationships to improve client satisfaction, and provides additional opportunities or education related to ETC products and services available. This role often works cross functionally with the Sales, Client Services, and Operations teams to strengthen client loyalty, referrals, and retention.
RESPONSIBILITIES & DUTIES:
QUALIFICATIONS:
PROFESSIONAL CERTIFICATIONS
TECHNICAL SKILLS:
To be successful in this role, you should have experience with and an understanding of the following:
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 | Interpersonal Savvy
Communicates Effectively | Resourcefulness
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. If you have a disability that requires accommodation or paper application, please contact us at
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.