Client Services Associate
Equity Trust Company, Fort Myers, FL, United States
About the Job
*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.
JOB OVERVIEW:
The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.
RESPONSIBILITIES & DUTIES:
Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team.
Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
Participation in Client Service chats.
Take the lead on owning follow-up verbal calls initiated through the CS chat groups.
As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments.
Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds.
Follow processes and procedures to ensure communication with clients and third parties is efficient and current.
Special projects assigned as needed.
Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors.
Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs.
Perform other duties as assigned.
QUALIFICATIONS:
1-3 years of experience in a service-oriented or sales assistant role.
Experience in Accounting, Finance, or Administration is preferred.
Bachelor's degree in Finance or related field preferred, not required.
TECHNICAL SKILLS:
To be successful in this role, you should have experience with and an understanding of the following:
Proficient in Microsoft Office Suite.
CORE VALUES:
Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spell
EPIC -
because that's what we strive to be for our clients and stakeholders every day.
Excellence
- Our standard.
Passion
- In everything we do.
Integrity
- Without compromise.
Collaboration
- Stronger together.
We are looking for team members who embody these values in their daily work and interactions.
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
About the Company
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds - all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.
*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.
JOB OVERVIEW:
The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.
RESPONSIBILITIES & DUTIES:
Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team.
Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
Participation in Client Service chats.
Take the lead on owning follow-up verbal calls initiated through the CS chat groups.
As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments.
Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds.
Follow processes and procedures to ensure communication with clients and third parties is efficient and current.
Special projects assigned as needed.
Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors.
Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs.
Perform other duties as assigned.
QUALIFICATIONS:
1-3 years of experience in a service-oriented or sales assistant role.
Experience in Accounting, Finance, or Administration is preferred.
Bachelor's degree in Finance or related field preferred, not required.
TECHNICAL SKILLS:
To be successful in this role, you should have experience with and an understanding of the following:
Proficient in Microsoft Office Suite.
CORE VALUES:
Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spell
EPIC -
because that's what we strive to be for our clients and stakeholders every day.
Excellence
- Our standard.
Passion
- In everything we do.
Integrity
- Without compromise.
Collaboration
- Stronger together.
We are looking for team members who embody these values in their daily work and interactions.
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
About the Company
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds - all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.