Client Services Representative

  • Hourly
  • Cleveland, OH, USA
  • Permanent, Full time
  • Equity Trust Company
  • 10 Oct 18

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.

The Client Service Rep II provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activity includes: assisting clients with financial transactions; researching client inquiries which range from questions regarding required filings to asset holdings; forms completion; general online assistance; managing the overall client experience.



• Provides follow-up on client concerns, issues, and transaction progress

• Answers client questions regarding services and fees • Maintains appropriate record of calls in Equity Trust Company (ETC) systems

• Manages incoming and outgoing communications, including phones, faxes, and emails



• Assists Operations departments as needed

• Performs other duties as assigned


Education and Experience:

• High School Diploma or equivalent

• Client Service Rep I training program completed; full proficiency in basic calls achieved

• Minimum 2 years of customer service experience preferred



• None required



• Intermediate level proficiency in Microsoft Office