You haven't searched anything yet.
*This position is located in our Westlake, OH office and is eligible for a hybrid schedule after probationary period. (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:
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 careers@trustetc.com.
Full Time
$59k-82k (estimate)
04/11/2023
07/17/2024
trustetc.com
SIOUX FALLS, SD
200 - 500
1974
Private
$5M - $10M
Equity Trust is a financial company offering retirement accounts and alternative asset custody services for individuals and financial professionals.