Job Description
- Services multiple clients through managing a workflow queue, identify problems and achieve resolution.
- Provides consistent updates to clients and third parties via telephone and email promptly and professionally as necessary.
- Answers internal and external phone calls, make outbound phone calls to clients, advisors, and asset sponsors.
- Completes investment requests while striving for a zero-error rate.
- Builds rapport with high-net-worth individuals, industry professionals and advisors.
- Works with multiple departments in the company to assist in managing the investor experience.
- Works independently as well as in a team environment to assist when needed.
- Strong interpersonal skills with the ability to effectively communicate with peers and senior management.
- Exercises judgment to know when to escalate issues to a manager or supervisor.
- Perform other duties as assigned.
- High School Diploma or equivalent.
- Associates Degree in Business/Finance preferred.
- Real Estate, Loan, Financial or Banking background preferred.
- Minimum 3 years of experience in an operationally driven environment preferred.
- 3+ years of customer service experience preferred.
- Proven track record of successfully managing projects from inception to completion.
- None required.
- Intermediate level proficiency in Microsoft Office.
- Communicates Effectively
- Customer Focus
- Plans & Aligns
- Balances Stakeholders
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.