Client Onboarding Specialist

JOB OVERVIEW This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the training and probationary period. RESPONSIBILITIES & DUTIES 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 their account. Communicates via telephone and email to clients and referral sources, providing detailed instructions for the completion of activities. Manages pipeline of existing clients, coordinating all aspects of account funding, online access, and investment processing. Coordinates communication with internal operations partners to ensure successful completion of account funding and investment purchases. Gathers, reviews, and verifies required transfer and investment documentation for completion and accuracy. Contacts various contra firms to assist clients with the facilitation of a transfer or rollover of assets/cash. Maintains thorough knowledge and understanding of Equity Trust’s products and services. Assists clients with online registration of the myEQUITY portal and walks them through different functionalities within the portal. 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. Facilitates client‑requested investment transactions by working with financial advisors, title companies and asset providers. Builds rapport and strengthens relationships while servicing client needs. Assists in improving the business’s online reputation by requesting clients to provide positive feedback. Works collaboratively in a team environment to achieve team, department, and overall business commitments. Acts as a trusted resource and support for the Sales Team. Assists other departments as needed. Follows assigned work schedule with regular and predictable attendance. Performs other duties as assigned. QUALIFICATIONS 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. In‑person interaction that includes actively collaborating with colleagues and participating in team or company meetings. PROFESSIONAL CERTIFICATIONS None required. TECHNICAL SKILLS Intermediate level proficiency in Microsoft Office. Ability to type a minimum of 45 WPM (accurately) preferred. Basic 10‑key skills. CORE VALUES Excellence – Our standard. Passion – In everything we do. Integrity – Without compromise. Collaboration – Stronger together. 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. #J-18808-Ljbffr EQUITY ADMINISTRATIVE SERVICES INC