Client Relations Representative .Westlake, OH Company Description Equity Trust is the nations leading provider of self-directed IRAs and 401ks, with over 128,000 clients in all 50 states and close to $10 billion dollars of retirement plan assets under administration. Truly self directed IRAs and other retirement plans allow you to create lasting wealth by investing in areas where you have knowledge, expertise, and comfort. In addition to traditional retirement investments such as stocks and mutual funds, clients at Equity Trust can diversify their retirement plans into assets such as real estate, private placements, notes, deeds of trust, tax liens, foreign currency and much more. As a passive custodian Equity Trust has no conflicts of interests, as it does not offer investments or investment advice. Equity Trust, a highly regulated financial institution, is made up of a staff of experienced professionals who truly care about serving our clients. We invite you to learn more about Equity Trust and truly self-directed IRA investing. Job Description Amazing Client Service Opportunities in Fast Growing organization: Energy! Excitement! Growth! Did you know you can own a piece of Real Estate, a tax lien, precious metals or private placements, all tax free in your IRA! No? Well we help our clients with all of these Alternative Investments. We need Client Service associates to join our company and help clients with these investments! Are you looking for a fast- paced, dynamic work environment in a company that rewards and recognizes execution and is constantly looking for ways to improve? We’re fun, lively and come together often to work, play, or volunteer. We thrive on getting the work done and are drawn to individuals who are passionate, diligent, and want to help our clients with their financial dreams. This is a place for people who thrive off challenges and collaboration, and we’re looking for people to join our company. What Makes Equity Trust different? There are lots of financial services firms out there, below are just a few reasons why our company is different from most firms. You won’t get this opportunity anywhere else. ◾Investment Freedom - At Equity Trust clients use their IRA/401(k) to invest in real estate, private placements, notes/deeds of trust, tax liens, foreign currency and much more. ◾Experience - Over 38 years of experience specializing in self-directed IRAs, 401(k)s and other retirement plans ◾Strength - Over 130,000 Americans in all 50 states with more than $12 Billion in retirement assets under administration choose Equity Trust as their custodian. ◾Safety and Security - Equity Trust, as an IRA custodian, operates as a regulated financial institution. ◾Personalized Service/Attention - From personalized account management teams and toll-free phone numbers, to more than 400 highly trained self-directed IRA specialists (who each receive more than 160 hours of training) ◾Convenience – We are the only custodian that allows clients to pay investment expenses paperless online, through a fast and accurate investment turn around and gives clients access to our advanced online management tool, eVantage ◾Value - Equity Trust is the only self-directed IRA custodian to not charge transaction fees for investments in client retirement account. Equity Trust offers a simple all-inclusive annual fee which allows clients to invest as much as they want. Why choose Equity as a place to start your career? 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. Opportunities for advancement can be seen throughout your career at Equity. Once you have demonstrated success in the Client Service role, you will have unlimited chances to take on more advanced positions such as our unique personalized Customer Liaison role, or Operations Associate or Team Leader. We want people who want to advance and grow their careers. The Client Service Representative handles incoming telephone calls from our clients around the country, educating them on the endless investment opportunities. Equity Trust Company is a passive custodian of these accounts, so there is no need for financial licenses. NO SELLING! We are not advisors. The Client Service Representative is responsible for providing exceptional service to our clients, ensuring the quality of each experience and call. Primary Job Responsibilities/Functions: ◾Responsible for assisting our clients with inquiries about building tax free wealth within their IRAs ◾Provide knowledgeable answers with regard to IRS guidelines ◾Accurately document client calls ◾Solve issues and multitask while handling client calls Responsible for meeting and or exceeding the Support Center metrics Qualifications Essential Knowledge/Skills/Abilities: ◾Associates Degree required, Bachelor’s degree in Business preferred ◾Previous call center experience is a plus but not required ◾Excellent client interaction and customer service skills ◾Attention to detail ◾Excellent phone etiquette ◾Effective written and verbal communication ◾Strong computer skills- Microsoft Office Suite (Word, Excel, Outlook) ◾Financial services training is provided, but previous financial customer service is a plus https://smartrecruiters/EquityTrustCompany/75953684-client-relations-representative-?source=Indeed
Posted on: Wed, 19 Mar 2014 17:27:04 +0000
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