Address
Form of workJob Description
*This position is located in our Fort Myers, FL office but is eligible for a hybrid schedule.
When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future!
When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future!
JOB OVERVIEW:
The Client Services Associate services and guides existing clients and investment sponsors through processes related to completing 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.
RESPONSIBILITIES & DUTIES:
- Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits).
- Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and other client transactions.
- Effectively learns and communicates IRS rules and regulations related to IRAs.
- Utilizes CRM system to keep all transaction and case statuses updated, as well as logging all communication.
- Enters details of new investment submissions for onboarding.
- Uses DocuSign to create e-signing templates.
- Builds and maintains relationships with account holders, vendors, and referral sources.
- Coordinates with third-parties such as investment managers, brokers, attorneys, transfer agents, and fund administrators to ensure timely processing of transactions.
- Collaborates across departments to assist with special projects, as necessary.
- Identifies opportunities to assist vendors with new account applications and/or upcoming capital calls and capital raises.
- Creates and maintains processes to regularly follow up with top vendors and clients.
- Performs 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.
PROFESSIONAL CERTIFICATIONS
- None
TECHNICAL SKILLS:
To be successful in this role, you should have experience with and an understanding of the following:
Proficient in Microsoft Office Suite
CULTURAL COMPETENCIES:
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
Customer Focus | Communicates Effectively
Resourcefulness | Balances Stakeholders
Resourcefulness | Balances Stakeholders
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.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
About Equity Trust:
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.
