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Client Service Representative II – $1,000 Sign-On Bonus! - Equity Trust - Westlake, OH


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Job Information:

Company: Equity Trust

Do you enjoy sharing your ideas and working in an environment that values innovation and continuous process improvement? At Equity Trust, the development of our associates is a top priority, and our ability to create a captivating environment is critical for our growth. If you are passionate about service, the client experience, and the dynamic financial services industry, apply today for this exciting career opportunity!
 
WE ARE LOOKING FOR:
  • Creative, collaborative problem solvers to provide superior service and make an impact on our business 
  • Passionate, motivated individuals who continuously go the extra mile
  • Confident troubleshooters who know when to advocate for clients, building sustainable relationships and trust

WE OFFER:
  • Monday – Friday schedule 
  • Full-time and part-time positions
  • Benefits and associate perks
  • Sign-on bonus of $1,000 (paid 6 months from hire date) 
BONUS TERMS:
  • Bonuses offered for a limited time only (employed prior to October 11, 2021)
  • Bonuses are only applicable to specific job types; additional terms and conditions may apply
  • Associates must be employed at the time of the payout
JOB SUMMARY: 
 
The Client Service Rep II provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activities include: assisting clients with financial transactions, researching client inquiries which range from questions regarding required filings to asset holdings, forms completion, general online assistance, and managing the overall client experience.                                                     
 
ESSENTIAL FUNCTIONS:
  • Provides follow-up on client concerns, issues, and transaction progress
  • Answers client questions regarding services and fees
  • Maintains appropriate record of calls in Equity Trust Company (ETC) systems
  • Manages incoming and outgoing communications, including phones, faxes, and emails                                                                       
OTHER FUNCTIONS:
  • Assists Operations departments as needed
QUALIFICATIONS:
Education and Experience:
  • High School Diploma or equivalent 
  • Minimum two (2) years of customer service experience preferred
  • Performs other duties as assigned
PROFESSIONAL CERTIFICATION(S):
  • None required
TECHNICAL SKILLS
  • Intermediate level proficiency in Microsoft Office
BEHAVIORAL COMPETENCIES:
In addition to the Core Company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient:
  • Customer Focus
  • Communicates Effectively 
  • Resourcefulness
  • Instills Trust

Job Status:

This job is currently active.