Onboarding Specialist

EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES•Westlake, OH

7d•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
Intermediate level of proficiency in Microsoft Office
Intermediate level of proficiency in Outlook
Ability to type a minimum of 45 WPM (accurately) preferred
Basic 10 key skills
Listening skills
Detail-oriented
Organizing
Time management
Written and verbal communication

Nice To Haves

Retirement product knowledge or financial services experience preferred
Ability to type a minimum of 45 WPM (accurately) preferred

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 the account
Gathers, reviews and verifies required documents for completion and accuracy
Assists clients with the facilitation of a transfer or rollover of assets by working with various contra firms
Maintains thorough knowledge and understanding of Equity Trust’s products and services, including the online account management system and Gold Level Service
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
Coordinates investment related walkthroughs with the Client Services department
Builds rapport and strengthens relationships while servicing client needs
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
Performs other duties as assigned