Teams at Equity Trust Company

Reconcile client fees, research disputes, post payments, make collection calls, process payments and waivers, assist billing and daily balancing, maintain invoice records, and respond to fee-related inquiries across the organization.

Serve as primary contact for new client account setup and funding, manage client communications, educate on IRA rules and alternative investments, update Salesforce, coordinate cross-functionally to transition clients to service, support referrals and special projects, and attend occasional industry events.

Drive new client acquisition by outbound and inbound sales calls, educate prospects on self-directed IRA products and IRS rules, meet monthly sales goals, cross-sell accounts and products, manage escalations, document activity in Salesforce, and coordinate onboarding to ensure accounts are opened and funded.