We are a full-service brokerage firm, serving affluent individuals and families, retirees, and business owners. We are looking for a self-starter who enjoys building relationships with our existing clients; someone professional, energetic, and organized.

CURRENT POSITION REQUIREMENTS:

• Proactively communicate with clients on a regular basis through a range of communications vehicles
• Complete quarterly projects that move the company towards its long-term objectives. Present to leadership each quarter.
• Complete client service requests timely and track completion
• Schedule client and team meetings as required
• Manage all details of clients, prospects, and vendors in CRM
• Random acts of kindness (RAKS) for existing clients
• Event coordinating
• Business tracking for advisors
• Lead weekly meetings with advisors and/or teams
• Arrange and participate in meetings, conferences, and project team activities
• Commit to continuous education and professional development to remain current in industry issues, CRM and financial planning software, including report and analysis preparation
• Foster an environment of open, honest, and timely communications
• Comply with firm, broker dealer and industry standards

Required Skills and Experience:

• 3+ years of experience in the financial services or client services industry
• Exceptional oral and written communication skills
• Excellent follow-up and follow-through capabilities
• Personable, approachable with a positive attitude
• Organized, meticulous, detail-oriented, and able to multitask
• Able to interact well with sophisticated, high net worth clients and all employees
• Able to exercise good judgment by recognizing urgency and setting priorities
• Professional attitude, demeanor, and appearance
• Able to work independently with good problem solving, mathematical and time management skills
• High degree of confidentiality and latitude
• Proficient with Windows based software, including MS Word, Excel, PowerPoint

Preferred Skills and Experience

• Knowledge of Redtail, Morningstar and/or portfolio management software a plus
• 5+ years of experience in the financial services industry, preferably with an investment management or advisory firm
• Work experience that demonstrates interpersonal and teamwork skills

Please submit resumes to info@synergywealthalliance.com