What are the responsibilities and job description for the Onboarding Specialist Sales EI position at Equity Administrative Services Inc And Affiliates?
- This position is based out of our Westlake, OH location and is eligible for a hybrid schedule after the probationary period.
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
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 Trusts 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
QUALIFICATIONS
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
PROFESSIONAL CERTIFICATIONS
None required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
Intermediate level proficiency in Microsoft Office, especially Outlook
Ability to type a minimum of 45 WPM accurately preferred
Basic 10-key skills
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.
