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000420 - Account Services & Transfers - Team Lead I

Westlake, OH 44145, USA Req #272
Tuesday, August 27, 2019
Equity makes a difference in our client’s lives by helping them reach financial freedom through the inclusion of Alternative Investments and educating clients on the options available. We have a world class online investing portal called myEquity that helps clients manage their accounts and Equity University is the ultimate resource for wealth building and self-directed IRA investing education. You will have the rewarding opportunity to help our clients navigate the world of non-traditional investing.Equity also has a strong value based culture where associates are asked to be innovative, do the right thing for our clients and all within a fun and supportive environment. Our leaders come from a wide variety of well known organizations in the Banking, Investment and Operations industries and are all committed to the growth and development of our associates.

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 customer satisfaction.



• Facilitates line-up and relays goals set by their Supervisor

• Provides guidance to team members requesting resolution to issues

• Resolves escalated or complex client-related issues for team members

• Assists with identifying training opportunities, maintaining and implementing new and/or revised procedures

• Allocates departmental resources accordingly in the Supervisor’s absence

• Processes transactions efficiently and manages time to meet or exceed the team productivity target

• Monitors team email inboxes and physical mail and distributes work accordingly

• Provides insight and feedback to the Supervisor regarding daily activity

• Ensures adequate coverage for work queues and client contacts



• Executes team schedule provided by the Supervisor

• Assists colleagues across the organization to resolve client requests

• Performs other duties as assigned


QUALIFICATIONS: Education and Experience:

• High School Diploma or equivalent

• Minimum 3 years of experience in the retirement and/or financial industries preferred

• Minimum 2 years of previous leadership experience preferred



• None required



• Intermediate level proficiency in Microsoft Office

• Intermediate 10 key skills preferred

• Able to type at least 45+ WPM preferred

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.

Other details

  • Pay Type Hourly
  • Westlake, OH 44145, USA