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Equity Trust Company
The Client Services Associate supports existing clients and investment sponsors by managing processes related to self-directed investments, including private equity, hedge funds, and real estate syndications. This role plays a key part in the investment onboarding process and facilitates communication between clients, vendors, and internal teams. The associate handles client inquiries, manages email and chat queues, and assists with transaction processing and data cleanup.
<noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-P9CTBT" height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript> <noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-562N5KKG" height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript> If you are a former Midland Trust client, please click [here](https://midlandportal.b2clogin.com/MidlandPortal.onmicrosoft.com/B2C_1A_fido_signup_signin/oauth2/v2.0/authorize?client_id=7db30b2b-0e41-49cd-b288-158f170d9a16&response_type=code%20id_token%20token&redirect_uri=https://portal.midlandtrust.com&scope=openid%20offline_access%20https://MidlandPortal.onmicrosoft.com/7db30b2b-0e41-49cd-b288-158f170d9a16/user_impersonation&state=pSN4kWZ5QPmnVOEZ0TRJ&prompt=login&exp=1700497235&code_challenge=OBdchBV6YJek12sE0Vc8dmmDSi73ZhMs2t263p90pkA&code_challenge_method=S256) to log in to your account. Looking for account resources? Click [here](https://midlandtrust.com/client-center-2) - [Contact Us](https://www.trustetc.com/contact-us/) - [Referral Program](https://www.trustetc.com/client-referral/) - [Rental / Loan Payment](https://www.trustetc.com/make-a-payment/) [Client Resources](/sdira-resources/client-resources/) [ myEQUITY LOGIN](https://www.myequity.com) [ ](/) - Who We Serve - [Individual Investors](https://www.trustetc.com/individual-investors/) - [Financial Professionals](https://www.trustetc.com/professionals/equity-institut
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Equity Trust Company.
Equity Trust Company didn’t post a salary, so this is our estimate from similar listings.
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