Now Hiring - Sales Onboarding Specialist (FT) in Westlake, OH

• This position is based out of our Westlake, OH office but eligible for a hybrid schedule.

• 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.

• Education and Experience:
• 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.

• None required.

• 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.

• In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
• Listening skills.
• Detail-oriented.
• Organizing.
• Time management.
• Written and verbal communication.

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.