Equity Trust Company
Client Onboarding Pro: Hybrid Role for Growth & Retention
Equity Trust Company, Westlake, Ohio, United States, 44145
A leading financial services firm based in Westlake, OH is looking for an Onboarding Specialist to enhance new client relationships. The role supports sales by acting as a primary contact to establish and fund accounts, requiring exceptional customer service skills. Candidates should have an associate degree or relevant experience in financial services. The position offers a hybrid work schedule after probation, with a strong focus on client satisfaction and support across departments.
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