*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the probationary period.

QUALIFICATIONS:

• Bachelor’s degree in business management, computer science, communications, or equivalent work experience.
• 3-4 years of experience in a customer-facing or sales support role, preferably within a technical environment.
• Strong problem-solving skills, with a self-motivated and persistent approach to troubleshooting.
• Excellent communication skills, with the ability to simplify complex technical concepts for diverse audiences.

TECHNICAL SKILLS

• Strong proficiency in MS Office products including Word, Excel, PowerPoint, and Teams.
• Exposure to APIs and Postman is preferred.
• Familiar with project management styles and process flow mapping.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
About Equity Trust:
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products

RESPONSIBILITIES & DUTIES:

• Collaborates with clients to understand their business objectives and design a tailored integration strategy.
• Translates technical concepts into clear, actionable tasks that align with product capabilities.
• Conducts thorough testing of Equity’s products and APIs across various systems, providing support for both unit and regression testing.
• Analyzes client inquiries to differentiate between technical issues and adaptive challenges and take appropriate action for resolution.
• Tracks and monitors the progress of implementation projects, providing regular updates to internal stakeholders.
• Manages communications related to product releases, planned maintenance, and system upgrades that may affect active integrations.
• Oversees the implementation support inbox, ensuring prompt and effective responses to client inquiries, concerns, and requests.
• Becomes a subject matter expert on Equity’s APIs and integrations, understanding data flow, generation, and its impact on the client experience.
• Performs other duties as assigned.

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:

• Manages Complexity
• Communicates Effectively
• Global Perspective
• Tech Savv