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Client Engagement Associate

3 months ago

Bethesda, United States Wealth Insight Partners Full time

About the firm:Wealth Insight Partners is a boutique financial planning and wealth management firm. The firm is led by its founding partners, Colin W. Kimpel, CFP and Peter Glassman, CFP.With a combined experience of 50 years, Colin and Peter work with business owners, executives, and law firm partners.Wealth Insight Partners believes that financial planning is critical to achieving important financial objectives. Their thorough approach helps clients understand their options so they can make well informed decisions to achieve their goals and reduce financial stress.

Their consistent growth of assets under management, currently at $650M+, is a reflection of their client relationships, commitment to excellence, and strength of their team.They value and enjoy their various leadership and membership positions in both the financial services industry and the community at large.

About the positionThe Client Engagement Associate serves as the
quarterback for the team and is the main point of contact for all general client related communications. This role means a lot to us and our clients Our clients are successful executives, attorneys and business owners who expect sophistication and poise when it comes to written and verbal communication. This person can anticipate both the clients and advisors needs and thrives being in a proactive role.This role also supports investment and other client service functions (experience preferred, but not required).The career track for the Associate is to grow into a Director role with expanded leadership and management of firm operations, depending on skill set andfuture career ambitions.

What we look for in a candidate:

Attention to detail is critical

Mature, positive, friendly personality

Strong written and verbalcommunicationskills

Willingness to help others

Empathy

Adesireto learnand grow

Excellent organizational skills; ability to multi-taskand manage time well

Knowthat details matter

What to expect in therole:

Client Services and Opportunity Management

  • Schedules client reviews and financial planning meetings
  • Center of Influence management collects information from team and schedules check points
  • Compiles review materials and creates agendas with members of team
  • Supervises CRM database management and client meeting follow up
  • Ensures database is up to date with all client data, account information and proper segmentation, and meetings
  • Handle address updates and ensure all demographic information is up to date
  • Delivers concierge services to top clients
  • Purchases and distributes gifts and cards for birthdays, anniversaries, etc
  • Tracks leads and referrals
  • Works with Directors of Financial Planning to collect necessary paperwork and payments for planning clients
  • Serves a point of contact for clients questions and needs; directs them to appropriate sources
  • Log Gifts in A360 (CRM)

Investment Team Support

  • Help with account opening, account transfers, money movements, and account updates

Insurance Team Support

  • When needed, help with basic insurance-related service requests

Team Operations

  • Coordinates weekly Team Meeting
  • Sets agenda
  • Disseminates minutes, resulting tasks, and timelines for completion
  • Handles miscellaneous operational activities including providing support to Director of Investment Operations on client service needs
  • Prepares weekly agenda for client meetings for team review

Marketing

  • Develop and execute short and long-term marketing plan
  • Manages content distribution for website and LinkedIn
  • Coordinates all activities related to client events
  • Works with team to write monthly client newsletter

Back-office Support

  • Coordinates with compliance on marketing and other client-related activities
  • Orders and handles office supplies

Additional requirements

Minimum 4-year college degree

Nice to have:

3-5 years of related experience in financial services

FINRA licensing or state insurance license

What you can expect from us:

A firm with a commitment to values,the community,work-life balance, and our clients.More specifically:

Health, dental and vision insurance

Healthcare spending or reimbursement accounts (HSA)

Short- and long-term disability

Paid time off

Wellness reimbursement for gym, etc

401K with match

Education assistance or tuition reimbursement

Home-office stipend for remote work status

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