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  • Westlake, OH 44145, USA
    Req #358
    Wednesday, February 19, 2020
    JOB SUMMARY: The Digital Marketing Manager drives conversion through new business by implementing strategies to optimize and improve the performance of the marketing funnel for all of Equity’s marketing platforms.                     ESSENTIAL FUNCTIONS: Executes marketing campaigns via Search Engine Optimization (SEO), paid advertising and search engine marketing, conversion rate optimization, programmatic adv ... More
  • Westlake, OH 44145, USA
    Req #349
    Friday, February 14, 2020
    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 regarding new accounts, inco ... More
  • Westlake, OH 44145, USA
    Req #356
    Thursday, February 13, 2020
    The Supervisor, Client Services supervises the activities and assists in the day-to-day operations of the call center. Develops and evaluates a team of Client Service Reps and Team Lead(s).   ESSENTIAL FUNCTIONS: • Plans, directs, manages, and evaluates workflow of department and analyzes need for process or procedure improvements • Conducts monthly associate reviews and coaches associates for continuous improvement • Enforces Company policy and regulations ... More
  • Westlake, OH 44145, USA
    Req #352
    Thursday, February 13, 2020
    The Project Manager manages multiple approved projects concurrently as assigned, taking them through the full project lifecycle including scope, estimation, execution, implementation, and support. Provides project management and systems development processes across the Company. Maintains the project plan and reports consolidated Risks, Actions, Issues and Decision (RAID) and provides weekly status reports.   ESSENTIAL FUNCTIONS: • Creates detailed project plans and sched ... More
  • Westlake, OH 44145, USA
    Req #350
    Wednesday, February 12, 2020
    Performs technical/financial training for the Operations and Investment teams, which includes new hire training, on-going skills training, individual and group coaching, system enhancement training, as well as training on legislative changes. Collaborates with management and business unit teams to identify opportunities for Operations efficiencies and process improvements, while always focusing on the client experience.   ESSENTIAL FUNCTIONS: · Prepares associates to perf ... More
  • Westlake, OH 44145, USA
    Req #355
    Tuesday, February 11, 2020
    The Operations Associate II, Deposits processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email and maintains documentation. Processes and reviews high volumes of standard tasks and transactions. ESSENTIAL FUNCTIONS: • Processes and reviews incoming checks in a timely manner to keep up with SLA’s and accurately checks for validity • Reconciles processed work by verifying entrie ... More
  • Delaware, USA; Florida, USA; Georgia, USA; Maryland, USA; New Jersey, USA; North Carolina, USA; South Carolina, USA; Virginia, USA; Washington, DC, USA
    Req #354
    Monday, February 10, 2020
    The Business Development Consultant of Equity Advisor Solutions (EAS), directed by the VP Business Development, is responsible for selling custody, technology, and back-office services to financial professionals, broker dealers, and registered investment advisors through the use of a consultative process.   ESSENTIAL FUNCTIONS: • Meets or exceeds annual sales goal, as defined by the company’s management team • Generates new leads through cold calls, e-mail campaig ... More
  • Westlake, OH 44145, USA
    Req #353
    Friday, February 7, 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 #347
    Monday, January 27, 2020
    The Team Lead II, 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 • Monito ... More
  • 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 #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