Integris Wealth Management
Location
Monterey, CA | United States
Job description
Client Service - Investment Associate
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,
About the Job
This position assists with the firm’s client and investment operations; supports advisors with the delivery of the firm’s investment management offering; serves existing and potential clients by providing exceptional 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
· May propose and, once approved, implement trades in client portfolios for the purpose of rebalancing, adding new investments, raising cash for distributions, tax loss harvesting, etc.
· Assists with client quarterly reporting, ensuring accuracy, completeness and timeliness
· Ensures the accuracy and completeness of cash management in client portfolios
· Coordinates and communicates regularly with Advisors to facilitate client requests and ensure proper cash and portfolio management for clients
· Communicates with clients regarding investment activity in their portfolios
· Assists with the operational maintenance of client accounts, including review of client activity, transactions and portfolio accounting
· May assist with investment research
· Supports Advisory group with client analysis and reporting
· Responsible for the preparation of new account and service paperwork
· Initiates and monitors transfers relating to cash/stock positions
· Manages new client onboarding process
· Prepares client insurance reports for final review by Advisory group
· Provides client service both virtually and over the phone
· Interfaces with custodian to facilitate client needs
· Responsible for requesting and managing client documentation, and assuring that information is readily accessible
· Helps to facilitate efficient operations including assisting with process and system improvement projects
· Develops proficiency in firm’s software suite, including portfolio management software, 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
· 5 Days sick paid time off annually
· One remote work day per week
· Majority paid health insurance
· Health Care Flexible Spending Account
· Dependent Care Flexible Spending Account
· Long-term disability insurance
· Life insurance
· Professional development
· Financial planning and investment management
About You
· Bachelor degree preferred
· Have obtained or be willing to obtain Series 65 registration or qualify for related exemption
· At least 4 years of relevant experience required
· 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
· Experience with Tamarac preferred
· Experience with ByAllAccounts, Salesforce, and Charles Schwab a plus
Interested candidates should submit a cover letter and resume via Indeed or to [email protected].
The preceding indicates the general nature of the firm, job, and qualifications. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required.
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
Compensation package:
Schedule:
Work Location: In person
Job tags
Salary