About this role
Client Onboarding Specialist at Equity Trust. Location: Westlake, Ohio, United States. Role: establishing accounts, coordinating funding, verifying documentation Requirements: Associate degree preferred (or 3 years financial services experience); minimum 3 years customer service experience; retirement product knowledge preferred; intermediate Microsoft Office; typing 45 WPM preferred; basic 10-key. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, myEQUITY portal Commitment: Full Time Workplace: Hybrid Languages: English