Client Relations Specialist, IMA Private Wealth
2 weeks ago
The Client Engagement Associate plays a crucial role in fostering and maintaining client relationships within IMA Private Wealth. This position involves a variety of responsibilities aimed at ensuring client satisfaction and retention.
Key Responsibilities- Manage ongoing client relationships with guidance, addressing client requests and inquiries while keeping essential client information current.
- Adopt a proactive, solutions-oriented approach to enhance client interactions.
- Facilitate the onboarding process for new clients by gathering necessary data and providing training on digital platforms.
- Promote client retention through regular outreach and diligent follow-up documentation.
- Collaborate with the investment team and Wealth Management Advisors to deliver a seamless client experience.
- Perform administrative tasks that support the Wealth Management Advisor, including answering calls, scheduling meetings, and coordinating travel arrangements.
- Engage in training and educational opportunities to remain informed about policies and procedures.
- Bachelor's Degree is preferred.
- 2 to 3 years of relevant experience is preferred.
- Willingness to obtain FINRA Series 65 certification.
- Experience with high-net-worth individuals and families is essential.
- Proficiency in Microsoft 365 suite is required.
- Demonstrates and supports IMA's core values.
- Appreciates the significance of diversity, equity, and inclusion within the workplace.
- Agility/Flexibility: Embraces innovation and adapts to changes that enhance organizational effectiveness.
- Self-Direction: Capable of planning and organizing work independently, setting goals, and leading projects.
- Interpersonal Skills: Builds and maintains healthy, mutually beneficial relationships, demonstrating emotional intelligence.
- Problem Solving: Analyzes situations critically to identify optimal solutions, employing creative brainstorming techniques.
- Communication: Actively listens, shares information, and articulates ideas effectively in both oral and written forms.
Being part of IMA comes with a comprehensive benefits package designed to support you and your family. Our offerings are cost-effective and promote health, security, and a balanced lifestyle.
This role includes:
- Annual Performance Bonus
- Stock Purchase Options
- Medical, Dental, and Vision Plans
- Family Assistance Program
- Flexible Spending Accounts (FSA)
- Health Savings Accounts (HSA)
- 401(k) Retirement Plan
- Life and Disability Insurance
- Paid Time Off and Holidays
- Flexible Work Options
- Professional Development Opportunities
In addition to our robust benefits, final offer amounts will be influenced by various factors, including geographic location and relevant experience.
Why Choose IMA?IMA is recognized for prioritizing our associates. We offer a unique ownership business model that fosters teamwork and innovation. Our independent structure allows us to implement ideas swiftly while maintaining a national presence.
We are proud to be acknowledged as a leader in our industry by various organizations.
The IMA Financial Group, Inc. is committed to providing equal employment opportunities to all employees and applicants, adhering to all applicable laws regarding nondiscrimination.
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