The Client Service Rep I 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 account statements to required filings; account transfers and distributions; general online assistance; managing the overall client experience.
ESSENTIAL FUNCTIONS: Provides follow-up on client concerns, issues, and transaction progress
Answers client questions regarding services and fees Maintains appropriate record of calls in Equity Trust Company (ETC) systems
Manages incoming and outgoing communications, including phones, faxes, and emails
Maintains a professional approach to client service that is consistent with Company protocol and service level
Assists Operations departments as needed
Performs other duties as assigned
Education and Experience:
High School Diploma or equivalent
Minimum 2 years of customer service experience preferred
Intermediate level proficiency in Microsoft Office
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.
Role: 000470 - Client Services-OH - Client Service Rep I
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