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  • Westlake, OH 44145, USA
    Req #338
    Thursday, January 23, 2020
    The Institutional Services Processor works in a call center environment with third parties as the first point of contact, providing education on all aspects of the account. Processes all requests associated with Precious Metals accounts. Serves as the point of contact for clients and precious metals dealers regarding all account questions.   ESSENTIAL FUNCTIONS: • Reviews paperwork submitted for new accounts, purchases, sales, transfers, and distributions, as well as cor ... More
  • Westlake, OH 44145, USA
    Req #339
    Thursday, January 23, 2020
    The Team Lead , Investments directs the day-to-day functions within the call center and the workflow system. Serves as a subject matter expert and provides guidance to all team members. ESSENTIAL FUNCTIONS: • Assists all Investment Team members with questions regarding processing of investments • Monitors workloads to ensure work is evenly disbursed and coverage is provided for absences • Provides assistance by processing and contacting clients • Monitors product ... More
  • Westlake, OH 44145, USA
    Req #343
    Thursday, January 23, 2020
    The Client Service Rep II provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activity includes: assisting clients with financial transactions; researching client inquiries which range from questions regarding required filings to asset holdings; forms completion; general online assistance; managing the overall client experience.   ESSENTIAL FUNCTIONS: • Provides follow-up on client concerns, issues, ... More
  • Westlake, OH 44145, USA
    Req #344
    Thursday, January 23, 2020
    The Client Service Rep II provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activity includes: assisting clients with financial transactions; researching client inquiries which range from questions regarding required filings to asset holdings; forms completion; general online assistance; managing the overall client experience.   ESSENTIAL FUNCTIONS: • Provides follow-up on client concerns, issues, ... More
  • Westlake, OH 44145, USA
    Req #346
    Thursday, January 23, 2020
    The Supervisor, Document Management performs day-to-day management of the operational functions related to all incoming mail, document imaging and safekeeping functionalities. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization, and provides an excellent client experience.   ESSENTIAL FUNCTIONS: • Monitors and coordinates the operations workflow and assists the team members with escalated issues • Reviews transacti ... More
  • Westlake, OH 44145, USA
    Req #341
    Friday, January 17, 2020
    The Financial Analyst is responsible for collecting, processing, and analyzing financial information utilized by stakeholders to design and implement business strategy. Supports forecasting and strategic planning process, management reporting, and business unit financial analysis. Ensures accuracy and integrity of reported data.   ESSENTIAL FUNCTIONS:              •Develops accurate and credible financial plans that are actionable and support business strategy •Proact ... More
  • Westlake, OH 44145, USA
    Req #299
    Friday, January 3, 2020
    The Account Executive assists clients with account open paperwork. Creates leads and opportunities and profile prospects and assists with additional sales activities as needed.   ESSENTIAL FUNCTIONS: • Answers inbound phone calls • Walks clients through application paperwork • Answers questions about the account open process • Cross-sells applicable accounts (Roth, HSA, etc.) and products (GLS, Education, etc.) • Supports house accounts and co ... More
  • Westlake, OH 44145, USA
    Req #328
    Monday, December 23, 2019
    The Internal Wholesaler works with the designated Business Development Manager(s) (BDM) to increase sales of Equity Trust (ETC) products by identifying and pursuing new opportunities and developing and implementing sales and marketing strategies.   ESSENTIAL FUNCTIONS: • Develops and implements sales plans and strategies with members of the sales teams • Grows existing relationships, as well as identifies and acquires new relationships to meet sales goals • ... More
  • Westlake, OH 44145, USA
    Req #330
    Monday, December 23, 2019
    The Digital Currency Specialist is the primary client facing representative for the execution of investments at Equity Trust, including Precious Metals, Real Estate, Digital Currency, etc. Focuses on the client experience in Digital Currency investment across account opening, investments and order execution. Understands time sensitive procedures and market exposure. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization and provides an excellen ... More
  • Westlake, OH 44145, USA
    Req #333
    Monday, December 23, 2019
    The Operations Associate II for the Asset Servicing department provides day-to-day operational support for the initial review of an asset, valuation updates, security master setup, and ongoing maintenance of all asset classes. Supports the goals and objectives of Equity Trust Company (ETC) leadership, collaborates effectively across the organization and ensures a superior client experience.   ESSENTIAL FUNCTIONS: • Gathers, reviews and verifies required documents for com ... More
  • Westlake, OH 44145, USA
    Req #331
    Thursday, December 19, 2019
    The Operations Associate II for the Account Services and Transfers department processes new accounts, incoming and outgoing transfers and file maintenance requests accurately, efficiently and in accordance with documented processes and procedures. Develops and enhances the client experience by providing superior customer service and support to clients by phone and email.   ESSENTIAL FUNCTIONS: • Processes new client accounts • Provides status updates to clients reg ... More
  • Westlake, OH 44145, USA
    Req #324
    Wednesday, December 18, 2019
    The Supervisor, Relationship Management (RM) supervises a team of Relationship Managers, monitors staff activities and interactions to ensure high quality Equity Institutional (EI) client experiences, and ensures team is adhering to operational controls, corporate and regulatory policies, and procedures to ensure the safety and security of EI clients and Equity Trust Company (ETC) assets.   ESSENTIAL FUNCTIONS: • Serves as the primary point of contact for the RM team, in ... More
  • Westlake, OH 44145, USA
    Req #321
    Monday, December 9, 2019
    The Supervisor, Bill Pay/Asset Delivery performs day-to-day management of the operational functions related to retirement account distributions, including bill payments and death distributions. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization, and provides a superior client experience.   ESSENTIAL FUNCTIONS: • Monitors and coordinates the operations workflow and assists the team members with escalated issues • R ... More
  • Westlake, OH 44145, USA
    Req #325
    Monday, December 9, 2019
    The Team Lead I, Asset Servicing supports the Supervisor with day-to-day planning, implementation, and problem-solving to ensure the team achieves their daily goals in production and service. As a subject matter expert, the Team Lead serves as a resource and provides guidance by sharing knowledge and skills with team members. Helps support and implement operational change initiatives that increase overall customer satisfaction.   ESSENTIAL FUNCTIONS: • Directs team member ... More
  • Westlake, OH 44145, USA
    Req #302
    Tuesday, October 29, 2019
    The IT Support Analyst supports the Infrastructure group by servicing and troubleshooting software and hardware issues on internal client computers. Provides on-call, after hours and weekend support and travels to remote locations as assigned.   ESSENTIAL FUNCTIONS: • Orders, configures and provisions desktops, laptops, mobile devices and peripheral equipment • Handles 1st level tickets and incidents from ticketing system within agreed upon SLAs: password resets, user an ... More