Company Overview: Integrated WealthCare is a dynamic financial services firm dedicated to serving the unique needs of the medical community. We foster a culture of growth and innovation, backed by a profound understanding of the financial landscape.

Location: Durham, NC

About Us: With headquarters in Durham, NC, and satellite offices in Philadelphia, Atlanta, Denver, and Kailua, HI, Integrated WealthCare is at the forefront of revolutionizing financial services.

Essential Duties and Responsibilities:

• Client Engagement: Act as a key liaison for both new and existing investment advisory relationships, ensuring personalized attention to client goals and expectations.
• Onboarding Excellence: Lead the seamless onboarding process for new clients, guaranteeing a thorough understanding of their needs and objectives.
• Technology Mastery: Utilize cutting-edge investment software systems to maintain accurate performance reporting and manage securities data feeds efficiently.
• Collaborative Coordination: Work closely with third-party vendors to streamline data flow and enhance operational efficiency.
• Client-Centric Support: Assist with client reporting requirements and prepare meticulously for both scheduled and ad hoc client meetings.
• Compliance Commitment: Uphold regulatory standards and ensure adherence to compliance policies and procedures at all times.
• Operational Excellence: Process client transactions and account maintenance requests with precision, following established protocols diligently.
• Database Management: Maintain up-to-date client records and ensure database accuracy to facilitate informed decision-making.
• Continuous Improvement: Collaborate with internal teams to refine processes and elevate the overall client experience continually.

Job Qualifications and Competencies:

• Experience: Minimum 5 years of experience in investment operations or client service roles within the financial services industry, showcasing a track record of growth and learning.
• Technological Agility: Proficiency in or a quick aptitude to learn various programs, including Microsoft Office Suite, CRM systems, and financial technology platforms such as eMoney, SmartOffice CRM, Black Diamond, and Orion.
• Communication Skills: Excellent verbal and written communication skills, coupled with the ability to thrive in a fast-paced environment while managing multiple tasks effectively.
• Attention to Detail: Strong organizational skills and meticulous attention to detail, ensuring tasks are completed accurately and promptly.
• Preferred Knowledge: Familiarity with Charles Schwab systems is advantageous.

Compensation: Commensurate with experience.

Benefits: Health, Vision, Dental, 401k with 3% employer contribution, Paid Time Off.

At Integrated WealthCare, we believe in nurturing talent and fostering growth opportunities for individuals eager to expand their knowledge in the financial industry. Join us on this exciting journey and become part of a team dedicated to making a meaningful impact on our clients' lives. Apply now and embark on a rewarding career path filled with endless possibilities for advancement and development.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Financial services: 2 years (Required)
• Microsoft Excel: 1 year (Required)

Ability to Commute:

• Durham, NC 27707 (Required)

Ability to Relocate:

• Durham, NC 27707: Relocate before starting work (Required)

Work Location: In person