Client Services Associate — Institutional Investments

Equity Trust Company is seeking a Client Services Associate in Fort Myers, Florida. This role involves assisting clients with self-directed investments and playing a key role in the investment onboarding process. Responsibilities include managing the team email, engaging in client service queues, and reviewing investment documentation. Ideal candidates will have 1–3 years of experience in a service-oriented role, with a preference for those with a degree in Finance. Proficiency in Microsoft Office is required.
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