*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.
JOB OVERVIEW
The Beneficiary Client Service Analyst demonstrates an advanced understanding of Retirement Accounts, the inherited IRA process, serves as a subject matter expert to our client’s, and provides a single point of contact to ensure an outstanding client experience. Works closely with Operations Management, Legal, Compliance, our client’s outside council, and collaborates effectively across the organization to provide a superior client experience.
RESPONSIBILITIES & DUTIES
QUALIFICATIONS
PROFESSIONAL CERTIFICATIONS
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
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:
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.
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