Onboarding Specialist - Private Client
- This position is based out of our Westlake, OH office and will have a hybrid schedule after the probationary period.
Job Overview
The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client account. Strives to improve client satisfaction, enhance and expand client relationships and provides additional opportunities or education related to the products and services available. Works cross functionally with Sales, Client Services, and Operations to strengthen client loyalty, referrals and retention.
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.
- Communicate via telephonically and by email to clients and referrals sources detailed instructions for the completion of activities.
- Manage 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...
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