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Client Service Associate- Integro Wealth Advisors
Job Description
Client Service Associate
Location: 2925 Professional Place, Ste. 202 Colorado Springs, CO
Employment Type: Full-Time
Compensation: $20-$30 per hour, depending on experience, credentials, and qualifications.
Reports To: Owners and Branch Manager
About Us
We are a client-focused financial and wealth management practice dedicated to helping individuals and families achieve their financial goals through personalized advice and exceptional service. We are seeking a Client Service Associate who is organized, professional, and committed to providing exceptional client experience. At Integro, we cultivate quality relationships, serve with integrity, embrace improvement, and nurture joy. Position Summary
The Client Service Associate serves as a key point of contact for clients and provides administrative and operational support to the Financial Advisor. This role is responsible for processing client requests, coordinating appointments, preparing paperwork, maintaining accurate records, and ensuring a seamless client experience. The ideal candidate is detail-oriented, proactive, highly organized, and comfortable managing confidential client information in a fast-paced professional environment.
Essential Duties
Client Service
- Serve as a primary contact for client service
- Schedule client meetings and maintain advisor calendars.
- Assemble and prepare client materials.
- Follow up with clients to provide outstanding client experience.
- Prepare and process account applications, transfers, and ongoing maintenance requests.
- Track paperwork through completion and communicate status updates to clients.
- Maintain accurate client records and electronic files.
- Assist in the New Client Onboarding Experience
- Coordinate with custodians, broker-dealers, insurance companies, and other financial institutions with recordkeeping requirements.
- Assist with workflow management and operational processes.
- Maintain confidentiality and safeguard sensitive financial information.
- Support marketing initiatives and client events.
Qualifications
Required
- High school diploma or equivalent.
- Minimum 3 years of client service, administrative support, banking, financial services, insurance, or related experience.
- Strong attention to detail and organizational skills.
- Excellent verbal and written communication abilities.
- Proficiency with Microsoft Outlook, Word, Excel, and Teams.
- Ability to manage multiple priorities while maintaining accuracy.
- Professional demeanor and commitment to exceptional customer service.
- Experience working in financial planning, wealth management, banking, insurance, or investment advisory firm.
- Experience with CRM platforms.
- Familiarity with custodial platforms such as Schwab, Fidelity, or Pershing.
- Associate or bachelor’s degree in business, finance, communications, or a related field.
This position is eligible for:
- Colorado Paid Sick Leave in accordance with applicable law.
- Paid holidays (if eligible).
- Paid time off (if eligible).
- Professional development and training opportunities.
- Employer-sponsored health, dental, and vision benefits (if eligible).
- Retirement plan participation (if eligible).
- Discretionary bonus opportunities based on individual and firm performance.
- Additional benefits include: FSA, HSA, Life/AD&D/Disability, Illness/Accident, Adoption Assistance, Wellbeing resources, and more.
Interested candidates should submit to: janet.mastroantonio@raymondjames.com
- Resume
- Brief cover letter outlining relevant financial services or client serve experience.
- Applications will be accepted until the position is filled.
Equal Employment Opportunity Statement
We are an Equal Employment Opportunity and value diversity in our workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected characteristic.
