Client Onboarding Specialist

Equity Trust Company•Fort Myers, FL

7d•Hybrid

About The Position

The New Client Accounts Specialist - Onboarding serves as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives to 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.

Requirements

Bachelor’s Degree required or 2+ years of relevant work experience
2 years of experience in the financial sector, specifically working with advisers, financial planning, asset management programs, and private placement funds
Excellent verbal and written communication skills
In person interaction that includes actively collaborating with colleagues and participating in team or company meetings
Proficient in Microsoft Office Suite
Attention to Detail & Accuracy: Consistently produces accurate work in transaction processing and data entry while maintaining high quality standards
Client Focus & Communication: Responds promptly to client needs, provides clear and professional communication, and follows through on commitments
Accountability & Time Management: Takes ownership of assigned work, manages competing priorities effectively, and meets service level agreements consistently
Adaptability & Learning: Embraces new processes and systems, seeks opportunities to expand knowledge, and adjusts to changing work demands
Collaboration & Teamwork: Works effectively with colleagues across departments, shares knowledge, and contributes to team success

Nice To Haves

None

Responsibilities

Maintains a strong understanding of the alternative investments our clients prefer including but not limited to: Private Funds, Commercial Real Estate, Venture Capital, Angel Investing and more
Efficiently and proactively manages client correspondence (incoming calls, emails, chats, and client visits)
Reaches out to prospective clients via phone call, text, and/or email to provide support with application
Answers client questions regarding IRA rules and our IRA set up process
Assists with existing channels of referrals and current relationships to identify ways to build new business and deepen relationships
Ensures that new clients are successfully transitioned into our service department upon completing the new account onboarding process
Utilizes Salesforce to keep all transaction and case statuses updated, also logging all communication.
Builds and maintains relationships with account holders and referral sources
Collaborates with the management team for special events or meetings
Works across departments to assist with special projects, as necessary
Attends industry trade shows, seminars, conferences, and networking events on occasion (some nights/weekends may be required)
Follows assigned work schedule with regular and predictable attendance
Perform other duties as assigned