Hybrid-Remote Client Onboarding Specialist
Equity Trust
Westlake, OH
- Remote job
Equity Trust in Westlake, OH is seeking an Onboarding Specialist to partner with Sales and serve as the single point of contact for onboarding and funding new client accounts. This role requires coordinating with Sales, Client Services, and Operations to ensure accurate transfer and investment processing and to enhance client satisfaction. The position offers a hybrid work model after probation and involves guiding clients through the myEQUITY portal, communicating via phone and email, and #J-18808-Ljbffr Equity Trust
Vacancy posted 14 hours ago
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