You haven't searched anything yet.
JOB OVERVIEW
The Onboarding Client Relations Associate is responsible for coordinating and executing successful new Advisor, Third Party Manager and Broker Dealer transitions onto the EAS platform. The Onboarding Client Relations Associate will partner with the Business Development Manager, EAS Product Development Team, Operations Manager, and a Relationship Manager, to successfully onboard the new advisor and/or firm. The primary responsibilities will include creating, managing, and completing their onboarding plan to fulfill a successful transition and to maximize customer satisfaction. This includes creating Adobe packages for signatures, creating databases, updating databases as needed, establishing aggregator connections with Orion and leading Onboarding meeting with the new advisor and their team. The Onboarding Client Relations Associate will take the lead on efficiently bringing the new firm’s accounts onto our platform and training individuals at the firm on our systems and processes. This includes documenting the onboarding process, delivering Advisor training, and keeping materials updated. They will also serve as a liaison between Sales, EAS Operations, ETC Brokerage and vendors for the purpose of onboarding new relationships and ensuring all parties are aware of critical issues. The Onboarding Client Relations Associate must continue to develop and maintain knowledge of our core business processes and systems to best support the transition of new firms to the EAS platform.
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. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.
Full Time
$78k-102k (estimate)
05/10/2024
07/09/2024