Client Onboarding Specialist

Equity Trust Company•Westlake, OH

23h•Hybrid

About The Position

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.

Requirements

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
In person interaction that includes actively collaborating with colleagues and participating in team or company meetings
Intermediate level proficiency Microsoft Office
Ability to type a minimum of 45 WPM (accurately) preferred
Basic 10 key skills

Nice To Haves

Associate degree in business or related field
Ability to type a minimum of 45 WPM (accurately)

Responsibilities

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 their account.
Communicate via telephonically and by email to clients and referrals sources detailed instructions for the completion of activities.
Manage pipeline of existing clients, coordinating all aspects of account funding, online access, and investment processing.
Coordinates communication with internal operations partners to ensure successful completion of account funding and investment purchases.
Gathers, reviews, and verifies required transfer and investment documentation for completion and accuracy.
Contacts various contra firms to assist clients with the facilitation of a transfer or rollover of assets/cash.
Maintains thorough knowledge and understanding of Equity Trust’s products and services.
Assist clients with online registration of the myEQUITY portal and walking clients through different functionalities within the portal.
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.
Facilitate client requested investment transactions by working with financial advisors, title companies and asset providers.
Builds rapport and strengthens relationships while servicing client needs.
Assist in improving the businesses online reputation by requesting clients to provide positive client feedback.
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
Follows assigned work schedule with regular and predictable attendance
Perform other duties as assigned