Client Relationship Associate

Intergy Private Wealth, an independent wealth management firm, is seeking a Client Relationship Associate to join us in our mission to help clients achieve their financial goals. This is an incredible opportunity to play a key role in the future success of our fast-growing organization. If you have a relentless desire to succeed and share our vision, then we would love to hear from you.

Intergy Private Wealth is a registered independent advisory firm focused on helping successful executives, professionals, and multigenerational families solve complex financial problems. We help them protect, sustain, and transfer their wealth. That begins with understanding our clients’ goals and objectives, then pursuing solutions to ensure they achieve optimal financial outcomes. Our team works closely to advise and deliver personalized advice drawn from our deep investment and financial planning experience, access to a comprehensive array of independent investment solutions, and full suite of services.

As a locally owned and operated firm, we have a powerful sense of personal accountability, integrity, and responsibility to our community and the clients we serve.

Description

As a Client Relationship Associate, you will play a vital role in helping our clients with their financial needs and ensuring they are fully satisfied with our services. A successful candidate must have exemplary customer service skills, attention to detail, and an unmatched work ethic.

Responsibilities & Activities

· Work with the team to support all operational needs on advisory and planning activities

· Help gather necessary data to prepare client financial plans

· Work directly with clients to answer questions or concerns in a timely, informative, and professional manner

· Become an expert in all aspects of account opening, money movement, account linking, investment strategy implementation and other client service-related duties

· Compile and update necessary documents and organize portfolio reviews

· Onboard new clients and make them feel valued

· Obtain and process all client information and update CRM

· Perform basic administrative and clerical duties as necessary

· Work according to set standards and operating procedures

· Ensure compliance with necessary specifications and regulations

· Collaborate with third party resource partners and custodians

· Seek assistance and report challenges/problems to upper management

Requirements and Qualifications

· 2 years of professional work experience

· Wealth management experience strongly preferred

· Bachelor’s degree (business, finance, or related field preferred)

· Series 65 or equivalent strongly preferred

· Experience working in a client-facing role, proficiency with onboarding of new relationships and ongoing servicing of client relationships a plus

· Strong orientation to technology with ability to learn quickly and work with various platforms available in the independent wealth management space

· Desire to work in a fast paced, entrepreneurial, and results-oriented environment

· Sound organizational skills

· Excellent communication skills, both oral and written

· Comfortable working independently and directly with other team members

· Team player supporting senior advisors’ focus on growth of the business and results for clients

· Adept problem solver with initiative to proactively identify and address potential issues

Given the high demand for this position, we are only able to contact the most qualified candidates. All rights reserved.

Compensation and Benefits The salary for this position is $60,000 to $90,000 per year, depending on experience and qualifications. In addition to base pay, we offer the following benefits: health/vision/dental insurance, 401(k) with match, paid time off, and bonuses.

How to Apply Interested candidates should submit their application, including a resume and cover letter, via LinkedIn. Applications will be accepted on a rolling basis until the position is filled.

Intergy Private Wealth provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.