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Client Service Representative

Cincinnati, OH · Customer Service
  • Minimum 1 year of customer service experience, preferably in the retirement or financial services industry
  • High School Diploma or equivalent
  • Intermediate-level proficiency in Microsoft Office
  • 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:
  • Customer Focus
  • Property and Casualty License preferred 

  • The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client’s needs
  • Follows the guidelines set forth in the Equity Trust Service Philosophy
  • Provides inbound and outbound call servicing and operational support to individual investors and institutional clients

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