Job Listing

Client Service Representative

Equity Trust Company

Location: Berea, Ohio

 

Job Description
Join a non-traditional Call Center Environment where learning and having fun at what you do are just part of our call center dynamics. We are looking for energetic, hard working individuals who take pride in their work and are dedicated to providing world class customer service. If you would like a new approach to the service industry and believe the Client is your ultimate boss, come join our Client Experience Team.

 

Summary

This position supports and guides our clients through the exhilarating world of non-traditional investment opportunities. The Client Service Representative spends their time handling telephone calls from existing clients opening their eyes to endless investment opportunities. Our Client Service Representative educates our clients on the feasibility of investments within IRS rules and regulations. In addition to building long lasting relationships, our Client Service Representative provides world class service to every client, ensuring quality of the client experience.

Primary Job Responsibilities/Functions:

• See and embrace our vision to be the most valued company in our clients’ eyes.
• Responsible for assisting our client’s with inquiries about building tax free wealth within their IRAs.
• Provide knowledgeable answers with regard to IRS guidelines.
• Accurately document client calls.
• Solve issues and multitask while handling client calls.
• Responsible for meeting and or exceeding the Support Center metrics.
• Attend weekly continuing education seminars.

 

Essential Knowledge/Skills/Abilities/Work Experience:

• High School Diploma or equivalent work experience.
• Prior Client Service experiences a plus.
• Excellent client interaction and customer service skills.
• Attention to detail.
• Excellent phone etiquette.
• Effective written and verbal communications.
• Strong computer skills.
• Pass all CST Skill Testing Requirements

Equity Trust Company is an EEO Employer

Company Profile
Who Is Equity Trust Company?

Equity Trust Company is a non-depository trust chartered by the South Dakota Banking Commission. As a trust company and passive custodian of self-directed retirement accounts, Equity Trust does not provide professional financial advising. They specialize in allowing their clients to self-direct and invest their individual retirement accounts into non-traditional assets, with the most common investments being real estate and private placements.

Equity Trust and its affiliates provide services to over 110,000 individuals and businesses nationwide with approximately $8 billion in assets under custodial and retirement administration. Since 1974, we have provided services to individuals and the financial services industry — including financial advisors and planners, broker-dealers, tax and legal professionals, investment product sponsors, mutual fund companies, banks and other financial institutions.

Equity Trust’s corporate office houses our Operations Staff, and is located in Elyria, Ohio. Our Sales, Marketing, Client Service Center, and IT departments, are located in our Berea, Ohio Office. Our Sterling Trust Office is located in Waco, Texas. Today, Equity Trust employs approximately 350 talented professionals, whom are the foundation of their organization.

What Can We Offer You?
Whether you’re an experienced supervisor looking for your next challenge or a college student in pursuit that exciting first job, Equity Trust has something to offer you as your future place of work. We strive to provide our employees with the services and benefits of a large company while keeping that unique, friendly work environment exclusive to a smaller company. Moreover, Equity Trust is able to supply its employees with a little bit of everything: a great location minutes away from entertaining, downtown Cleveland; volunteer opportunities with our numerous community service projects; and training and development programs to further your self-development.

 

Personal Benefits
Equity Trust offers full time employees medical, vision, dental, short term and long term disability, life insurance, paid time off, sick time, and a company matched 401(k) program.

Job Listing

Taleris Credit Union, Inc. is currently looking for PT Customer Service Representatives.


This position will be responsible for ensuring that all customers seeking information, problem assistance or transaction needs are satisfied with prompt and courteous service. The CSR will have responsibility for the processing of all customers’ transactions, as well as, building and maintaining relationships with our members to create long-term positive relationships.

Requirements:
3-5 years of customer service experience required

2+ years involving cashiering, cash handling or teller experience needed

Proven record of successful sales results

Excellent customer service skills

Team/goal-oriented work-style

Call center experience is a plus, but not required
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Offers competitive wages based on experience, broad range of benefits, 401k plan, discounts with local establishments and a business-casual atmosphere.

Free tax preparation

Free tax preparation offered Saturday


Individuals and families earning under $46,000 who have a simple federal tax return can have their taxes prepared for free during Super Tax Refund Saturday, to be held 9 a.m. to 12:30 p.m. Saturday, Feb. 27, at the Virgil E. Brown Center, 1641 Payne Ave., Cleveland.
Taxpayers must bring the following: IRS W-2 or 1099 form for 2009; valid photo ID; Social Security cards for yourself, spouse and all dependents; childcare expense statement including provider's tax identification number; Form 1099 for any checking/savings; bank account numbers and routing number for direct deposit; and your 2008 tax return if available.
National City/PNC Bank is joining with Cuyahoga Employment & Family Services to offer the event, in celebration of Cleveland Saves Week. For an appointment, dial 2-1-1, First Call for Help.

By Margaret Bernstein, The Plain Dealer
February 24, 2010, 11:53AM

Homeless Stand Dowm 2010

HOMELESS STAND DOWN

On Sunday, February 28 and Friday, March 5, 2010 Interact Cleveland will be hosting the Homeless Stand Down at the Cleveland Convention Center. In addition to connecting with social service providers, guests of these events can enjoy breakfast and a hot lunch, Health Screenings, haircuts, massages, personal hygiene products, bus passes, winter clothes, and much more.

Each event will be held at the Cleveland Convention Center (500 Lakeside Ave) from 9:30-3p

Sunday, Feb. 28 will be Winter Clothes day
Friday, March 5 will be Health Fair day (Community Voice Mail will also be providing voice mail boxes this day)

**Tell others about these events!**

Job Listing

JOB POSTING
CUYAHOGA COUNTY BOARD OF ELECTIONS
Title: Election Official Salary: $28,000- $32,000

Reports To: Ballot preparation & Tabulation Manager Department: Ballot Preparation & Tabulation

FUNCTION: Performs tasks relative to the preparation, counting and canvassing of the ballots in accordance with Ohio Revised Code.

visit: http://www.cuyahogacounty.us/pdf/ElectionOfficial_022610.pdf for more details

Job Listing

Administrative Assistant 
Named the 23rd fastest-growing company in America by Entrepreneur magazine and one of the five best companies to work for in Northeast Ohio by Smart Business magazine, PartsSource is looking for enthusiastic, energetic, committed individuals to join our team. If you’re searching for a team environment that’s modern, upbeat and fun with an organization that truly values your efforts and celebrates your accomplishments, then we are the place for you.

The ideal candidate for this position will possess:

• Document tailoring, consolidation, and organization (i.e., Presentation documents; Project management documents where information is updated or changes are cascaded across multiple documents; organization of folders and subfolders and tailoring of pricing lists.)
• Data mining/Reporting (eBusiness reporting, consolidation, management of account/project activities and data gathering for analysis.
• Calendar/Action Item management (i.e. Entering/updating key dates for department personnel calendars for follow-up.
• Meeting minutes.
• Travel coordination.
• Follow-up on customer requests (marketing, data gathering for corrective actions, reformatting of information provided by customers that is incomplete or does not fit within specified templates).
• Back-up for Database Maintenance Administrator.
• Provide the standardized reporting and data-packs for customer meetings.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages as well as more advanced mathematical relationships required to mine and correlate data.
• Ability to interact frequently with a variety of personnel from Executive to lower level management.
• Proficient in Microsoft Office tools (PowerPoint, Outlook, Word, Excel, and Access) and standard web based research tools.
• Excellent interpersonal, communication (oral/written), planning and organizing skills.
• Ability to understand and learn specialized software programs.
• High attention to detail
• Ability to work with minimum supervision

competitive pay, comprehensive health benefits, 401K and paid time off. Company Profile

At PartsSource the answer is YES. When you’re looking for a replacement part for medical equipment the PartsSource promise is a simple one. Either we have it or we’ll find it! Within two hours of your parts request we pledge to call you back with current OEM pricing and a variety of secondary sourced parts options and you choose the best fit for your particular needs. Exchange or outright? New, refurbished or used? The choice is yours! By utilizing our state-of-the-art internal application.

Cleveland's Black History - Jane Edna Hunter

Jane Edna Hunter (1882-1971)

Jane Edna Hunter trained as a nurse before becoming one of the leading settlement house workers and institution-builders in the country. When she arrived in Cleveland in 1905 she could not find decent housing or professional work because of segregation laws and practices. Having no friends or relatives, her first residence turned out to be a place where prostitutes stayed. With the help of other women, she formed the Working Girl’s Home Association, which eventually became known as The Phillis Wheatley Association. The purpose of this voluntary association was to build a safe residence for the homeless, unprotected and working women and girls of the race. The first home was a 23 room facility that opened in 1913.

The demands upon the new home were amazing and its services had to be increased from housing girls and women to providing a cafeteria for them, finding work for newcomers, providing recreational activities for their leisure time and starting clubs and classes, such as those in home economics. A second more expanded facility opened in 1917. Known as the Winona Apartments, this eighty room building was located at East 40th street and central avenue.

Jane Edna Hunter founded the Women's Civic League of Cleveland in 1943. She established the Phillis Wheatley Foundation scholarship fund; the foundation later established the Jane Edna Hunter Scholarship Fund. She held executive offices in the National Association for Colored Women (NACW). In 1937 she was a nominee for the NAACP's Spingarn Medal. She was granted honorary degrees from Fisk University, Allen University in South Carolina, Central State University in Ohio and the Tuskegee Institute. In 1940 she penned her autobiography, A Nickel and a Prayer."

The Cuyahoga County (Ohio) Department of Children and Family Services building at 3955 Euclid Avenue in Cleveland is named in her honor. There is a Jane Edna Hunter Museum at the Phillis Wheatley Center at 4450 Cedar Avenue, Cleveland, Ohio.