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000440 - Investments - Team Lead II

Westlake, OH 44145, USA Req #339
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 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.


• 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 production statistics, quality audits, and NPS performance • Communicates with other departments on behalf of liaisons to facilitate timely processing


• Ensures availability to speak with escalated clients as necessary

• Coordinates and monitors signing of documents and communicating status

• Collaborates with members of leadership in all departments to identify areas for improvement

• Monitors incoming call volumes and ensures coverage to maintain a high level of client service • Performs other duties as assigned


 Education and Experience:

• High School Diploma or GED required

• Associate’s Degree in Arts/Science preferred

• 1 year of experience in retirement industry a plus

• Minimum 5 years of experience in a fast paced, customer driven environment


• None required TECHNICAL SKILLS:

• 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