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Client Service Representative Print | Email Job
Employer: Equity Trust Company
Location: Sioux Falls, SD 57104
Employment Type: Full Time
Equity Trust Company is hiring for our Client Service Center in our Sioux Falls office

Do you like working in a team environment? Are you a friendly, outgoing person who likes to talk to different people each day? Join our team! We are looking for hard working individuals who take pride in their jobs in helping our clients navigate the world of non-traditional investing. We want people who want to and can provide world-class customer service to our existing clients. NO sales or marketing; just excellent customer service!

The Client Service Representative handles incoming telephone calls from our clients around the country, educating them on the endless investment opportunities. Equity Trust Company is a passive custodian of these accounts, so there is no need for financial licenses. We are not advisors. The Client Service Representative is responsible for providing exceptional service to our clients, ensuring the quality of each experience and call.

The hours of the job are Monday through Friday, 8:00 am to 5:00 pm.

Primary Job Responsibilities/Functions:
-Responsible for assisting our clients with inquiries about building tax free wealth within their IRAs
-Provide knowledgeable answers with regard to IRS guidelines
-Accurately document client calls
-Solve issues and multitask while handling client calls
-Responsible for meeting and or exceeding the Support Center metrics

Essential Knowledge/Skills/Abilities:
-High School Diploma required
-Associate’s Degree preferred
-Excellent client interaction and customer service skills
-Attention to detail
-Excellent phone etiquette
-Effective written and verbal communication
-Strong computer skills- Microsoft Office Suite (Word, Excel, Outlook)
-Financial services training is provided, but previous financial customer service is a plus


Contact Information

Equity Trust Company
Tiffany LaSavage
225 Burns Rd.
Sioux Falls, SD 57104
Phone: 440-323-5491

Other Information

Category(s): Customer Service, Finance
Industry: Banking / Financial Services
Experience Req.: Yes
Degree Req.: Yes
Closing Date: 2/6/2013