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  • Sioux Falls, SD, US
    Req #295
    Thursday, October 10, 2019
    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.   ESSENTIAL FUNCTIONS: • Provides follow-up on client concerns, issues, and transaction pro ... More
  • Westlake, OH, US
    Req #291
    Wednesday, October 9, 2019
    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.    ESSENTIAL FUNCTIONS: • Provides follow-up on client concerns, issues, ... More
  • Westlake, OH, US
    Req #307
    Friday, October 4, 2019
    The Investment Processor reviews non-traditional investment requests to verify that each submission includes all appropriate documentation and is titled properly to ensure ownership through the client’s self-directed IRA. Works with clients to obtain necessary corrections to complete the request(s).   ESSENTIAL FUNCTIONS: • Reviews paperwork submitted for investment requests; corrects pending requests • Contacts clients as well as third parties, primarily by phone ... More
  • Westlake, OH, US
    Req #305
    Friday, October 4, 2019
    The Dispute Resolution Analyst supports the Legal department by logging, researching, analyzing, and responding to client concerns and document requests, as well as researching issues involving clients using internal Company databases.   ESSENTIAL FUNCTIONS: • Researches and retrieves information and documents from trust accounting and workflow systems in response to subpoenas and request for documents and information from internal and external parties • Assists w ... More
  • Westlake, OH, US
    Req #303
    Friday, October 4, 2019
    The Investment Processor reviews non-traditional investment requests to verify that each submission includes all appropriate documentation and is titled properly to ensure ownership through the client’s self-directed IRA. Works with clients to obtain necessary corrections to complete the request(s).   ESSENTIAL FUNCTIONS: • Reviews paperwork submitted for investment requests; corrects pending requests • Contacts clients as well as third parties, primarily by phone ... More
  • Westlake, OH, US
    Req #304
    Monday, September 30, 2019
    The Supervisor, Client Services supervises the activities and assists in the day-to-day operations of the call center. Develops and evaluates a team of Client Service Reps and Team Lead(s).   ESSENTIAL FUNCTIONS: • Plans, directs, manages, and evaluates workflow of department and analyzes need for process or procedure improvements • Conducts monthly associate reviews and coaches associates for continuous improvement • Enforces Company policy and regulations ... More
  • Westlake, OH, US
    Req #285
    Thursday, September 26, 2019
    The Operations Associate I, Safekeeping processes client requests accurately, efficiently, and in accordance with documented processes and procedures; provides exceptional service to our clients via phone and email; maintains documentation. Processes and reviews high volumes of standard tasks and transactions.   ESSENTIAL FUNCTIONS: • Files and safe keeps original documents on behalf of clients • Researches client account information to ensure accurate processing ... More
  • Westlake, OH, US
    Req #299
    Thursday, September 26, 2019
    The Account Executive assists clients with account open paperwork. Creates leads and opportunities and profile prospects and assists with additional sales activities as needed.   ESSENTIAL FUNCTIONS: • Answers inbound phone calls • Walks clients through application paperwork • Answers questions about the account open process • Cross-sells applicable accounts (Roth, HSA, etc.) and products (GLS, Education, etc.) • Supports house accounts and co ... More
  • Westlake, OH, US
    Req #296
    Wednesday, September 18, 2019
    The Operations Associate II for the Account Services and Transfers department processes new accounts, incoming and outgoing transfers and file maintenance requests accurately, efficiently and in accordance with documented processes and procedures. Develops and enhances the client experience by providing superior customer service and support to clients by phone and email.   ESSENTIAL FUNCTIONS: • Processes new client accounts • Provides status updates to clients reg ... More
  • Westlake, OH, US
    Req #298
    Wednesday, September 18, 2019
    The Institutional Services Processor works in a call center environment with third parties as the first point of contact, providing education on all aspects of the account. Processes all requests associated with Precious Metals accounts. Serves as the point of contact for clients and precious metals dealers regarding all account questions.   ESSENTIAL FUNCTIONS: • Reviews paperwork submitted for new accounts, purchases, sales, transfers, and distributions, as well as cor ... More
  • Westlake, OH, US
    Req #283
    Thursday, September 12, 2019
    The Content Marketing Specialist III creates inbound lead acquisition and email conversion tactics and strategies with a goal of providing qualified marketing leads to the sales team. Activities include targeting and attracting segmented audiences (digital ads, marketing offers, downloadable content) and converting an initial lead to a more qualified lead, often through the creation of follow-up email sequences (with content and account offers).   ESSENTIAL FUNCTIONS: • ... More
  • Denver, CO, US
    Req #294
    Thursday, September 12, 2019
    The Relationship Manager (RM) is the primary point of contact for registered investment advisors, broker dealers, and investment representatives. The RM resolves issues with transactions, the Portfolio Management System, billing, reporting, etc. The RM on-boards and trains new advisors and reps on the Portfolio Management System and other relevant processes. The RM must also contribute to a positive and cohesive team environment that includes contributing to special projects as requested. ... More
  • Westlake, OH, US
    Req #284
    Tuesday, September 3, 2019
    The Affiliate Relationship Specialist collaborates with the Sales and Marketing teams to drive market reach via third party affiliates. Provides exceptional customer service, while proactively driving engagement of existing and new affiliates to produce the generation of new leads and/or accounts.   ESSENTIAL FUNCTIONS: • Maintains and supports affiliate relationships, providing excellent customer service to maintain existing affiliate relationships and acquire new affil ... More
  • Westlake, OH, US
    Req #288
    Friday, August 30, 2019
    The Network Engineer IV is will design, configure and support the enterprise network for on-premises and cloud workloads. Develops design recommendations for upgrades and drive future network architectures. Delivers advanced technical support for all network related issues.   ESSENTIAL FUNCTIONS: • Designs, implements and supports the network architecture for cloud and on-premises environments with a focus on standard design topology, growth, performance and scalability ... More
  • Westlake, OH, US
    Req #287
    Friday, August 30, 2019
    The Internal Auditor, Manager oversees the Internal Audit Department and the administration of the audit plan within the organization. The Manager leads and manages the audit staff in conducting audits to verify accuracy of records, policies, procedures, and controls relating to Company operations. ESSENTIAL FUNCTIONS: • Manages internal audit department in the implementation, completion, and conclusion of each audit conducted • Maintains paperwork to support tested sam ... More
  • Westlake, OH, US
    Req #272
    Tuesday, August 27, 2019
    The Team Lead I, Account Services and Transfers supports the Supervisor with day-to-day planning, implementation, and problem-solving to ensure their team achieves their daily goals in production and service. As a subject matter expert, the Team Lead I serves as a resource and provides guidance by sharing their knowledge and skills with team members. Assists and performs processes facing capacity constraints. Supports and implements operational change initiatives that increase overall custo ... More
  • Westlake, OH, US
    Req #280
    Tuesday, August 20, 2019
    The System Administrator I supports the Infrastructure group in servicing and troubleshooting the Microsoft Office 365 environment and Microsoft core services. Provides escalation coverage for the Help Desk, participate in the on-call rotation, after hours and weekend support and travels to remote locations as assigned.   ESSENTIAL FUNCTIONS: • Administers and supports the Microsoft Office 365 environment (email, teams, SharePoint, OneDrive, etc.) • Administers and ... More
  • Westlake, OH, US
    Req #279
    Tuesday, August 13, 2019
    The Database Administrator III manages the enterprise database management system. They coordinate across business lines to support, drive, and initiate projects while maintaining a highly available, secure and fine-tuned environment. This role is responsible for the ownership of an enterprise-wide database environment as well as supporting all interactive systems.   ESSENTIAL FUNCTIONS: • Takes ownership of the enterprise database system • Coordinates data invento ... More
  • Westlake, OH, US
    Req #273
    Wednesday, August 7, 2019
    The Internal Auditor II conducts audits to verify accuracy of records, policies, procedures, and transactions relating to Company Operation and makes recommendations for modifications and improvements to the systems, procedures, and processes.   ESSENTIAL FUNCTIONS: • Performs operational and financial audits of the various functions in the Company to evaluate and assess adequacy of internal control and ensures efficient and effective operating procedures • Examin ... More
  • Westlake, OH, US
    Req #278
    Wednesday, August 7, 2019
    The Application Developer II for Java Technologies partners with the business owners and the Project Management Office (PMO), participating in all phases of the Information Technology project life cycle. Applies technical expertise in designated technical disciplines and on specific platform. Understands, then transforms the business and technical requirements into robust, scalable, and reliable technical solutions, ensuring they meet the Company’s needs. Works independently with minimal ov ... More
  • Westlake, OH, US
    Req #262
    Tuesday, June 25, 2019
    The Operations Associate II for the Asset Servicing department provides day-to-day operational support for the initial review of an asset, security master set-up, pricing and ongoing maintenance of all asset classes. Supports the goals and objectives of ETC leadership, collaborates effectively across the organization and ensures an excellent client experience.   ESSENTIAL FUNCTIONS: • Develops and maintains a centralized security master • Works with Asset Sponsors ... More