This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period.

JOB OVERVIEW

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.

RESPONSIBILITIES & DUTIES

• 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
• Perform other duties as assigned

QUALIFICATIONS

• 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

PROFESSIONAL CERTIFICATIONS

None

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following :

Proficient in Microsoft Office Suite

CULTURAL COMPETENCIES

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 :

• Customer Focus
• Communicates Effectively
• Resourcefulness
• Balances Stakeholders

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.

DISCLAIMER / ASSOCIATE ACKNOWLEDGEMENT

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.

Last updated : 2024-05-17