Client Services Associate

Equity Trust Company; Fort Myers (FL); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Equity Trust Company is seeking a Client Services Associate based in Fort Myers, FL, with a hybrid schedule after probation. You will support clients and sponsors through onboarding multiple investment types, coordinate information flow, and partner with vendors and team members to ensure efficient processes.

You will manage client communications, assist with documentation, and participate in service queues and chats while handling overflow tasks and data clean-up as needed.

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, not required.

Responsibilities

• Manage the team e-mail inbox and delegate tasks.
• Participate in client service queues and channels.
• Engage in Client Service chats and follow-up verbal calls.
• Review Investment Onboarding Forms (IOFs) and related onboarding docs.
• Assist with processing overflow transactions (distributions, capital calls, etc.).
• Maintain timely communication with clients and third parties.
• Contribute to data cleanup on various reports and CRM notes.
• Support special projects and general duties as assigned.

Skills

Customer service

Microsoft Office

Communication

Team collaboration

Education

Bachelor’s degree in Finance or related field

Tools

CRM system

Job description

*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.

JOB OVERVIEW

The Client Services Associate assists existing clients and investment sponsors through processes related to 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. Plays a key role in the investment onboarding process.

RESPONSIBILITIES & DUTIES

• Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team
• Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
• Participation in Client Service chats
• Take the lead on owning follow-up verbal calls initiated through the CS chat groups
• As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments
• Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds
• Follow processes and procedures to ensure communication with clients and third parties is efficient and current
• Special projects assigned as needed
• Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors
• Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs
• Perform 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, not required

TECHNICAL SKILLS

• Proficient in Microsoft Office Suite

CORE VALUES

Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spell EPIC — because that's what we strive to be for our clients and stakeholders every day.

• Excellence – Our standard
• Passion – In everything we do
• Integrity – Without compromise
• Collaboration – Stronger together

We are looking for team members who embody these values in their daily work and interactions.

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.