Client Services Associate - Private Client

15671 San Carlos Boulevard, Fort Myers, FL 33908
Posted on  

Job Description

  • This position is based out of our Fort Myers, FL location and is eligible for a hybrid schedule after the probationary period.

JOB OVERVIEW:
The Client Services Associate for our Private Client team services and guides new and existing clients through processes related to completing real estate purchases and sales, notes, and LLCs. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments.

RESPONSIBILITIES & DUTIES:
  • Efficiently manage a high volume of client correspondence (incoming calls, emails, chats, and client visits).
  • Answers client questions regarding financial transactions, including asset purchases, sales, real estate, and non-real estate client transactions.
  • Effectively learns and communicates IRS rules and regulations related to IRAs.
  • Utilizes our CRM system to keep all transaction and case statuses updated, as well as logging all communication.
  • Builds and maintains relationships with account holders and referral sources.
  • Coordinates with third-parties such as attorneys and title companies to ensure timely processing of Real Estate closings.
  • Opportunity to attend industry trade shows, seminars, conferences, and networking events.
  • Collaborates across departments to assist with special projects, as necessary.
  • Performs other duties as assigned.

QUALIFICATIONS:
  • Bachelor’s degree in finance or related field preferred.
  • 1-3 years of experience in a service-oriented role (Real Estate Closer/Title Agent/Paralegal/Customer Service).
  • Experience in Accounting, Finance, or Administration is a plus.

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

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.

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