Client Onboarding Specialist

* This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.

The New Client Accounts Specialist - Onboarding serves as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives to 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.

• Maintains a strong understanding of the alternative investments our clients prefer including but not limited to:
  Private Funds, Commercial Real Estate, Venture Capital, Angel Investing and more
• Efficiently and proactively manages client correspondence (incoming calls, emails, chats, and client visits)
• Reaches out to prospective clients via phone call, text, and/or email to provide support with application
• Answers client questions regarding IRA rules and our IRA set up process
• Assists with existing channels of referrals and current relationships to identify ways to build new business and deepen relationships
• Ensures that new clients are successfully transitioned into our service department upon completing the new account onboarding process
• Utilizes Salesforce to keep all transaction and case statuses updated, also logging all communication
• Builds and maintains relationships with account holders and referral sources
• Collaborates with the management team for special events or meetings
• Works across departments to assist with special projects, as necessary
• Attends industry trade shows, seminars, conferences, and networking events on occasion (some nights/weekends may be required)
• Follows assigned work schedule with regular and predictable attendance
• Perform other duties as assigned

• Bachelor’s Degree required or 2+ years of relevant work experience
• 2 years of experience in the financial sector, specifically working with advisers, financial planning, asset management programs, and private placement funds
• Excellent verbal and written communication skills
• In person interaction that includes actively collaborating with colleagues and participating in team or company meetings
• Professional certifications:
  None

• Proficient in Microsoft Office Suite

• Attention to Detail & Accuracy:
  Consistently produces accurate work in transaction processing and data entry while maintaining high quality standards
• Client Focus & Communication:
  Responds promptly to client needs, provides clear and professional communication, and follows through on commitments
• Accountability & Time Management:
  Takes ownership of assigned work, manages competing priorities effectively, and meets service level agreements consistently
• Adaptability & Learning:
  Embraces new processes and systems, seeks opportunities to expand knowledge, and adjusts to changing work demands
• Collaboration & Teamwork:
  Works effectively with colleagues across departments, shares knowledge, and contributes to team success

This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera.

The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.

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. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account you hold. As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.