Job Search

Loading...
  • Westlake, OH 44145, USA
    Req #313
    Thursday, November 7, 2019
    The Team Lead I, Disbursements provides guidance, instruction, and direction to the Disbursements team. Delivers exceptional customer service, works with minimal supervision, and serves as a subject matter expert on all departmental related tasks related to Disbursements.   ESSENTIAL FUNCTIONS: • Assigns daily productivity goals to team members • Processes client requests accurately, efficiently, and in accordance with documented processes and procedures • ... More
  • Westlake, OH 44145, USA
    Req #315
    Thursday, November 7, 2019
    The Security Engineer helps to evaluate and remediate Information Security threats and risks. Performs threat hunting and incident response activities. Configures and administers of all information security tools within the organization while working closely with other information technology teams to develop a secure infrastructure. ESSENTIAL FUNCTIONS: •Implements and supports security tooling architecture for cloud and on-premises environments •orks closely with infrastructure team mem ... 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
  • Westlake, OH 44145, USA
    Req #308
    Tuesday, October 29, 2019
    The Compliance Manager manages Equity Trust Company’s (ETC) Compliance Program, which includes supervising a team of Compliance and Risk Professionals located in two primary office locations. ESSENTIAL FUNCTIONS: • Monitors daily compliance workflow queues across all business lines and decisions escalated workflow items • Implements concentration and risk review program across all business lines, partnering with Internal Audit, Governance and Legal departments as needed ... More
  • Westlake, OH 44145, USA
    Req #311
    Monday, October 21, 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 #310
    Monday, October 21, 2019
    The Onboarding Specialist for the Account Services and Transfers department serves as the single point of contact for establishing and funding a new client account. Optimizes the client experience by providing inbound and outbound call support and written correspondence support focused on optimizing the new client experience. Works cross functionally with Sales, Client Services, and Operations to strengthen client loyalty, referrals and retention.   ESSENTIAL FUNCTIONS: • ... More
  • Westlake, OH 44145, USA
    Req #291
    Wednesday, October 9, 2019
    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 #304
    Monday, September 30, 2019
    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 #285
    Thursday, September 26, 2019
    The Operations Associate I, Safekeeping processes client requests accurately, efficiently, and in accordance with documented processes and procedures; provides exceptional service to our clients via phone and email; maintains documentation. Processes and reviews high volumes of standard tasks and transactions.   ESSENTIAL FUNCTIONS: • Files and safe keeps original documents on behalf of clients • Researches client account information to ensure accurate processing ... More
  • Westlake, OH 44145, USA
    Req #296
    Wednesday, September 18, 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
  • Denver, CO, USA
    Req #294
    Thursday, September 12, 2019
    The Relationship Manager (RM) is the primary point of contact for registered investment advisors, broker dealers, and investment representatives. The RM resolves issues with transactions, the Portfolio Management System, billing, reporting, etc. The RM on-boards and trains new advisors and reps on the Portfolio Management System and other relevant processes. The RM must also contribute to a positive and cohesive team environment that includes contributing to special projects as requested. ... More
  • Westlake, OH 44145, USA
    Req #288
    Friday, August 30, 2019
    The Network Engineer IV is will design, configure and support the enterprise network for on-premises and cloud workloads. Develops design recommendations for upgrades and drive future network architectures. Delivers advanced technical support for all network related issues.   ESSENTIAL FUNCTIONS: • Designs, implements and supports the network architecture for cloud and on-premises environments with a focus on standard design topology, growth, performance and scalability ... More
  • Westlake, OH 44145, USA
    Req #287
    Friday, August 30, 2019
    The Internal Auditor, Manager oversees the Internal Audit Department and the administration of the audit plan within the organization. The Manager leads and manages the audit staff in conducting audits to verify accuracy of records, policies, procedures, and controls relating to Company operations. ESSENTIAL FUNCTIONS: • Manages internal audit department in the implementation, completion, and conclusion of each audit conducted • Maintains paperwork to support tested sam ... More
  • Westlake, OH 44145, USA
    Req #272
    Tuesday, August 27, 2019
    The Team Lead I, Account Services and Transfers supports the Supervisor with day-to-day planning, implementation, and problem-solving to ensure their team achieves their daily goals in production and service. As a subject matter expert, the Team Lead I serves as a resource and provides guidance by sharing their knowledge and skills with team members. Assists and performs processes facing capacity constraints. Supports and implements operational change initiatives that increase overall custo ... More
  • Westlake, OH 44145, USA
    Req #280
    Tuesday, August 20, 2019
    The System Administrator I supports the Infrastructure group in servicing and troubleshooting the Microsoft Office 365 environment and Microsoft core services. Provides escalation coverage for the Help Desk, participate in the on-call rotation, after hours and weekend support and travels to remote locations as assigned.   ESSENTIAL FUNCTIONS: • Administers and supports the Microsoft Office 365 environment (email, teams, SharePoint, OneDrive, etc.) • Administers and ... More
  • Westlake, OH 44145, USA
    Req #279
    Tuesday, August 13, 2019
    The Database Administrator III manages the enterprise database management system. They coordinate across business lines to support, drive, and initiate projects while maintaining a highly available, secure and fine-tuned environment. This role is responsible for the ownership of an enterprise-wide database environment as well as supporting all interactive systems.   ESSENTIAL FUNCTIONS: • Takes ownership of the enterprise database system • Coordinates data invento ... More