What are the responsibilities and job description for the Client Service Associate position at Integris Wealth Management?
About the Firm
Founded in 1997, Integris Wealth Management, LLC is a rapidly growing independent wealth management firm in Monterey, California that offers wealth management services to high net-worth individuals and families, and corporations. The firm’s professionals work as a cohesive team and focus on creating an exceptional client experience, providing high caliber financial advice, and fostering an engaging work experience, which is supported by the firm’s Mission: “Be the firm we would hire for ourselves.” More about Integris can be found via, www.integriswealth.com.
About the Job
This position supports advisors in serving existing and potential clients by providing exceptional client operations support and service. We are seeking a highly positive, motivated, and collaborative team player with exceptional communication skills, strong problem solving ability, great attention to detail, and highly developed organizational skills.
Duties and Responsibilities
- Coordinates and communicates regularly with Advisors to facilitate client requests
- Manages new client onboarding process
- Responsible for the preparation of new account and service paperwork
- Initiates and monitors transfers relating to cash/stock positions
- Prepares client insurance reports for final review by Advisory group
- Provides client service both in person and over the phone
- Facilitates and resolves client service requests
- Interfaces with custodian to facilitate client needs
- Responsible for requesting and managing client documentation, and assuring that information is readily accessible
- Develops proficiency in firm’s software suite, including CRM, custodian website and other tools.
- Maintains timely and accurate data and notes in CRM database
- May be assigned one time and/or ongoing projects
Benefits
- Salary commensurate with the job and your experience
- Annual bonus program
- 401(k) with company match
- Start at 15 paid time off days and 10 paid holidays
- One remote work day per week
- Majority paid health insurance
- Dental Insurance
- Vision Insurance
- Long-term disability insurance
- Life insurance
- Flexible Spending Account
- Professional development
- Financial planning and investment management
About You
- Bachelor degree preferred
- At least 1 year of relevant experience preferred
- Unwavering care for clients
- Laser focus on consistently doing the right thing
- Highly collaborative work style
- High standards of professionalism and confidentiality
- Exceptional client service skills
- Self-motivated and reliable
- Exceptional ability to organize, prioritize, plan ahead, and multi-task
- Acute attention to detail and accuracy
- Independent problem solver who “owns” responsibilities
- Excellent communication skills (listening, speaking, writing)
- Takes initiative to gain knowledge without supervision
- Proficient with Microsoft Office and technology in general
Job Type: Full-time
Pay: $69,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Parental leave
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- relevant: 1 year (Required)
Ability to Relocate:
- Monterey, CA 93940: Relocate before starting work (Required)
Work Location: In person
Salary : $69,000 - $80,000