Equity Trust Company

Client Service Operations Specialist (DTS)

Client Service Operations Specialist

Supports client service operations; processes transactions; handles calls and emails; 1 year in financial services; HS diploma; hybrid work after probation.

Client Onboarding Specialist

Three years customer service in financial services; associate degree preferred; in-person collaboration required.

Senior Graphic Designer

5+ years in design/communications; Bachelor's in Visual/Graphic Design; strong portfolio; multi-channel design experience; AI tools familiarity; collaborative and detail-oriented.

Client Services Associate - Institutional

Client Services Associate

1-3 years in a service or sales support role; finance/accounting or administration preferred; finance-related bachelor recommended.

Account Executive II

High school diploma required; bachelor's preferred; 1+ year sales experience preferred; travel willingness.

Client Service Operations Associate - Bill Pay Asset Delivery

Client Service Operations Associate

High school diploma required; associate degree preferred; 1 year retirement/financial services experience; 1 year customer service experience; in-person collaboration.

Administrative Associate 

At least 1 year office administration experience; high school diploma required; professionalism and confidentiality; in-person collaboration.

Sales Strategy Program Manager

Bachelor’s degree; 5 years project management experience in a sales environment; familiarity with software development methodologies and change management; financial services experience preferred; Masters preferred.

Supervisor, Enterprise Operations

Supervisor

Oversee daily operations, monitor SLAs and performance metrics, coach teams, and resolve issues. 2+ years in retirement industry; 5+ years in fast-paced, customer-driven environments; HS diploma required.

Paralegal III

Paralegal with 4-6 years experience; HS diploma required, Bachelor’s preferred; Paralegal certification required; financial services experience preferred.

Title	Location	Date
Client Service Operations Specialist (DTS) Full Time · 1+ YOE Westlake, Ohio, United States · Hybrid	Westlake, Ohio, United States Hybrid	May 1, 2026
Client Onboarding Specialist Full Time · 3+ YOE Westlake or United States · Hybrid	Westlake or United States Hybrid	Apr 29, 2026
Senior Graphic Designer Full Time · 5+ YOE Westlake, Ohio, United States · Hybrid	Westlake, Ohio, United States Hybrid	Apr 28, 2026
Client Services Associate - Institutional Full Time · 1+ YOE Fort Myers, Florida, United States · Hybrid	Fort Myers, Florida, United States Hybrid	Apr 22, 2026
Account Executive II Full Time · $53K-$110K · 1+ YOE Westlake, Ohio, United States · Onsite	Westlake, Ohio, United States Onsite	Apr 21, 2026
Client Service Operations Associate - Bill Pay Asset Delivery Full Time · 1+ YOE Westlake, Ohio, United States · Hybrid	Westlake, Ohio, United States Hybrid	Apr 17, 2026
Administrative Associate Full Time · 1+ YOE Fort Myers, Florida, United States · Onsite	Fort Myers, Florida, United States Onsite	Apr 15, 2026
Sales Strategy Program Manager Full Time · 5+ YOE Westlake, Ohio, United States · Hybrid	Westlake, Ohio, United States Hybrid	Apr 14, 2026
Supervisor, Enterprise Operations Full Time · 2+ YOE Westlake, Ohio, United States · Hybrid	Westlake, Ohio, United States Hybrid	Apr 10, 2026
Paralegal III Full Time · 4+ YOE Westlake, Ohio, United States · Hybrid	Westlake, Ohio, United States Hybrid	Mar 30, 2026

Name	Equity Trust Company
Headquarters	US
Industries	Financial ServicesInvestment Services
Activities	IRA Custodial ServicesSelf-Directed Account AdministrationAlternative Asset CustodyRetirement Account ManagementFinancial Transaction Support
Type	Private
Employees	550
Subsidiaries	ETC Brokerage Services
Tagline	Provider of custodial services for self-directed investment accounts.
Founded	1,974
Website	trustetc.com

Equity Trust Company

About Equity Trust Company