The Client Services Associate for our Private Client team services and guides new and existing clients through processes related to completing real estate purchases and sales, notes, and LLCs. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments.

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

Proficient in Microsoft Office Suite | 

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

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.