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When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future!
The New Client Accounts Specialist - Onboarding Associate 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.
To be successful in this role, you should have experience with and an understanding of the following:
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
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.
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.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
Full Time
$50k-62k (estimate)
05/12/2024
07/11/2024