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000470 - Client Services-OH - Client Service Rep II

Westlake, OH 44145, USA Req #344
Thursday, January 23, 2020
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

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.



• 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



• Assists Operations departments as needed

• Performs other duties as assigned



Education and Experience:

• High School Diploma or equivalent

• Client Service Rep I training program completed; full proficiency in basic calls achieved

• Minimum 2 years of customer service experience preferred PROFESSIONAL



• None required



• Intermediate level proficiency in Microsoft Office

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.

Other details

  • Pay Type Hourly
  • Westlake, OH 44145, USA