Client Services Associate

4 weeks ago

Philadelphia, United States Gpac Full time
Job Description

Client Service Associate

Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts.

Primary Responsibilities:
  • Serve as the main point of contact for assigned client relationships.
  • Field client phone calls and emails, providing prompt responses to inquiries.
  • Process account paperwork including new account openings, transfers, distributions, etc.
  • Update client data and relationship management systems.
  • Prepare investment review materials and performance reports for advisors.
  • Complete trade entry and account maintenance tasks.
  • Support client events and meetings.

Required Qualifications:
  • Bachelor's degree or equivalent work experience
  • 2+ years in financial services or client service role
  • Proficiency with CRM systems and financial planning software
  • Strong verbal, written and technical communication abilities
  • Highly organized and attentive with ability to manage multiple tasks
  • Upbeat customer-focused attitude

We offer a competitive salary and benefits package commensurate with experience. Please submit your resume or feel free to email me directly at crystal.ramoutar@gogpac.com, if you would like to contribute your talents to our close-knit team managing assets for high-net-worth individuals and families.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

  • Client Service Associate

    1 week ago

    Philadelphia, United States PNC Financial Services Group Full time

    Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...

  • Client Service Associate

    2 months ago

    Philadelphia, United States Select Recruiting Group Full time

    Institutional Client Service Associate Asset Management Firm Our client is a global investment management firm. We are looking for someone in the Philadelphia area to join the Institutional Client Services Team. This is a full-time, permanent position that will be a hybrid of working from home as well as in-person in the Philadelphia office. **NOT OPEN TO...

  • Client Service Associate

    2 months ago

    Philadelphia, United States Select Recruiting Group, LLC Full time

    Institutional Client Service Associate – Asset Management FirmOur client is a global investment management firm. We are looking for someone in the Philadelphia area to join the Institutional Client Services Team. This is a full-time, permanent position that will be a hybrid of working from home as well as in-person in the Philadelphia office.**NOT OPEN TO...

  • Client Service Associate

    2 months ago

    Philadelphia, United States Select Recruiting Group, LLC Full time

    Institutional Client Service Associate – Asset Management FirmOur client is a global investment management firm. We are looking for someone in the Philadelphia area to join the Institutional Client Services Team. This is a full-time, permanent position that will be a hybrid of working from home as well as in-person in the Philadelphia office.**NOT OPEN TO...

  • Client Services Associate

    4 weeks ago

    Philadelphia, United States Bayada Full time

    Description BAYADA Home Health Care has an immediate opening for an Associatein our Philadelphia, PA Pediatrics Office! Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people's lives while you grow your career and learn the business? We're BAYADA Home Health Care and we believe that our clients and...

  • Client Services Associate

    4 weeks ago

    Philadelphia, United States BAYADA Home Health Care Full time

    BAYADA Home Health Care has an immediate opening for an Associatein our Philadelphia, PA Pediatrics Office!Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people's lives while you grow your career and learn the business? We're BAYADA Home Health Care and we believe that our clients and their...

  • Client Service Associate

    4 weeks ago

    Philadelphia, United States Brandywine Global Full time

    Brandywine Global Investment Management is a multi-year winner of Pension & Investments Best Places to Work in Money Management. Our mission is to deliver superior outcomes for our clients by encouraging independent thinking and challenging one another in a culture of integrity and mutual respect. We believe in the power of value investing. Acting with...

  • Client Service Associate

    4 weeks ago

    Philadelphia, United States Brandywine Global Full time

    Brandywine Global Investment Management is a multi-year winner of Pension & Investments Best Places to Work in Money Management. Our mission is to deliver superior outcomes for our clients by encouraging independent thinking and challenging one another in a culture of integrity and mutual respect. We believe in the power of value investing. Acting with...

  • Client Service Associate

    3 weeks ago

    Philadelphia, United States Brandywine Global Full time

    Brandywine Global Investment Management is a multi-year winner of Pension & Investments Best Places to Work in Money Management. Our mission is to deliver superior outcomes for our clients by encouraging independent thinking and challenging one another in a culture of integrity and mutual respect. We believe in the power of value investing. Acting with...

  • Client Service Associate

    4 weeks ago

    Philadelphia, United States Brandywine Global Full time

    Brandywine Global Investment Management is a multi-year winner of Pension & Investments Best Places to Work in Money Management. Our mission is to deliver superior outcomes for our clients by encouraging independent thinking and challenging one another in a culture of integrity and mutual respect. We believe in the power of value investing. Acting with...

  • Client Service Associate

    3 weeks ago

    Philadelphia, United States Brandywine Global Full time

    Brandywine Global Investment Management is a multi-year winner of Pension & Investments Best Places to Work in Money Management. Our mission is to deliver superior outcomes for our clients by encouraging independent thinking and challenging one another in a culture of integrity and mutual respect. We believe in the power of value investing. Acting with...

  • I/DD Client Services Associate

    3 weeks ago

    Philadelphia, United States Bayada Full time

    Description BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Philadelphia, PA Habilitation Office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Associate could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered...

  • I/DD Client Services Associate

    1 week ago

    Philadelphia, United States BAYADA Full time

    BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Philadelphia, PA Habilitation Office.If you are looking for an exciting career opportunity in a growing industry, a Client Services Associate could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with...

  • I/dd Client Services Associate

    5 days ago

    Philadelphia, United States BAYADA Home Health Care Full time

    BAYADA Home Health Care has an immediate opening for a **Client Services Associate **in our **Philadelphia, PA Habilitation Office**. **Why choose Bayada?** - Established Organization with continued growth! - Competitive annual salary - Flexible Mon-Fri work hours - Paid Weekly - Supportive culture with growth opportunities - Strong employee values and...

  • I/DD Client Services Associate

    4 weeks ago

    Philadelphia, United States Bayada Full time

    Description BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Philadelphia, PA Habilitation Office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Associate could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered...

  • Client Relations Associate

    2 months ago

    Philadelphia, United States EM Communications Group Full time

    EM Communications Group is a leading provider of Business Development and Marketing solutions to mid - and large-sized businesses in the Philadelphia area. We are committed to delivering an exceptional level of care and dedication to our clients and surpassing their goals and expectations in growing their businesses. Client Relations Associates lead our team...

  • Client Service Coordinator

    2 months ago

    Philadelphia, United States Banfield Pet Hospital Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...

  • Client Service Coordinator

    1 month ago

    Philadelphia, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...

  • Client Service Representative

    1 month ago

    Philadelphia, United States VCA Animal Hospitals Full time

    Seeking a Part Time Client Service Representative! VCA Cat Hospital of Philadelphia is seeking an Experienced Client Service Representative to join our team full time! We are located in Philadelphia, PA and our team has a shared devotion to provide progressive medicine with compassion as a driving force. We are eager to welcome a like-minded...

  • Client Service Representative

    3 weeks ago

    Philadelphia, United States VCA Antech, Inc. Full time

    Seeking a Part Time Client Service Representative! VCA Cat Hospital of Philadelphia is seeking an Experienced Client Service Representative to join our team full time! We are located in Philadelphia, PA and our team has a shared devotion to provide progressive medicine with compassion as a driving force. We are eager to welcome a like-minded...