Client Service Associate

2 weeks ago


Worthington, United States gpac Full time
Job Description

Are you looking for a new job opportunity?

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.

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

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

- Series 7, 66

Benefits:
  • Competitive salary with great benefits + commission
  • Firm prioritizes both professional development and employee well-being.
  • A steadfast commitment to client satisfaction
  • Amazing culture
  • Renowned for its employee-centric approach
  • Seeking Professionals to expand and grow their company
  • They provide their Advisors with resources, mentorship, and a sustainable work-life balance

Please submit your resume to esther.holtzclaw@gogpac.com if you would like to contribute your talents as a Client Serice Associate 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.

  • Worthington, Minnesota, United States Leading Edge Credit Union Full time

    Position OverviewLeading Edge Credit Union, a dynamic financial organization, is looking to welcome a Full-Time Client Services Associate to our dedicated team.Our operational hours are Monday through Friday, emphasizing the significance of weekends for personal time with family and friends. If you possess outstanding member service abilities, meticulous...


  • Worthington, Minnesota, United States Mike Mathers - State Farm Agent Full time

    Position OverviewAre you a personable individual with a passion for customer service? If you thrive in a dynamic environment and enjoy engaging with clients, a role with a State Farm independent contractor agent could be the perfect fit for you. State Farm agents exclusively promote State Farm insurance and financial service offerings.Key...


  • Worthington, United States Farm Credit Full time

    AddThis Sharing Buttons Client Service Representative FULL_TIME Job Title Client Service Representative Organization 56187 US Location City Worthington Experience Level Entry Level Salary Range DOE Posted Date October 13, 2021 Closing Date December 13, 2021 Position Overview: This position provides high quality client service to support the effective...


  • Worthington, Minnesota, United States Domino's Pizza Full time

    Position Overview:As a Client Support Associate at Domino's Pizza, you will play a crucial role in delivering exceptional service to our customers. Your responsibilities will include:Engaging with customers to ensure a positive experience.Assisting in the preparation of delicious pizza and other menu items.Collaborating with team members to maintain a high...


  • Worthington, United States Compeer Financial Full time

    Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!Tell me more about this opportunity.Position Overview: This position assists in supporting the servicing, processing and sales support for insurance products.Essential Functions: * Enters information accurately into the AIP (Approved...


  • Worthington, Minnesota, United States Nobles County Full time

    Join Our Dedicated TeamPosition: Eligibility SpecialistWe are seeking a committed Eligibility Specialist to become a part of our team in Nobles County. In this position, you will play a crucial role in assessing program eligibility criteria for individual client applications seeking assistance with various financial support initiatives.Primary...


  • Worthington, Minnesota, United States Nobles County Full time

    Job OverviewPosition: Eligibility Specialist - Nobles CountyWe invite you to explore a rewarding career opportunity in our community.Compensation: Starting at $24.15/hourThe Eligibility Specialist plays a crucial role in evaluating program eligibility for clients seeking assistance with SNAP (food support), Cash Assistance, Healthcare, and various financial...


  • Worthington, Minnesota, United States Mike Mathers - State Farm Agent Full time

    Position OverviewAre you a personable individual with a passion for customer service? If you thrive in engaging with clients and enjoy assisting them, then a role with Mike Mathers - State Farm Agent could be the perfect fit for you. Our agency specializes in offering a range of State Farm insurance and financial service products.Key ResponsibilitiesBuild...


  • Worthington, Minnesota, United States Rusty Bucket Full time

    RUSTY BUCKET RESTAURANT AND TAVERN is in search of a HOST to enhance our guest experience. About Us: We are a lively, welcoming neighborhood tavern committed to providing a friendly atmosphere. Your Responsibilities: To create Raving Fans among our Associates, Guests, Purveyors, Partners, and the Communities we serve. Overview: The Guest Services...

  • Sales Associate

    2 days ago


    Worthington, Minnesota, United States Apex Ventures Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our retail team as a Sales Associate. As a key member of our team, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and contributing to a positive and inclusive store environment.Key ResponsibilitiesAssist...


  • Worthington, Minnesota, United States O'Reilly Auto Parts Full time

    Position Overview:As a Retail Service Specialist at O'Reilly Automotive, you will play a crucial role in enhancing customer satisfaction and driving sales. Your responsibilities will include:Delivering Exceptional Customer Service: Engage with customers to provide professional assistance and ensure a positive shopping experience.Supporting Store Leadership:...

  • Account Associate

    5 days ago


    Worthington, Minnesota, United States Mike Mathers - State Farm Agent Full time

    Position OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Account Associate. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing exceptional service, and identifying opportunities to grow our business.Key...


  • Worthington, Minnesota, United States Leading Edge Credit Union Full time

    Job OverviewLeading Edge Credit Union, a dynamic financial organization, is looking to enhance our team with a Full-Time Customer Service Specialist.Our operational hours are Monday through Friday, recognizing the significance of weekends for personal time and family. As a vital member of the Customer Service Team, you will engage in various responsibilities...


  • Worthington, United States Walmart Full time

    Walmart - 1055 Ryans Rd - [Custodian / Cart Attendant / Team Member / up to $23-hr] - As a Cart & Janitorial Associate at Walmart, you'll: Ensure customers have a great first and last impression; Gather carts from the parking lot; Operate equipment to move carts from the parking lot to inside the store; Clean restrooms, salesfloor, and parking lot as needed;...

  • Retail Sales Associate

    2 months ago


    Worthington, United States Talbots Full time

    Job Number: 22282 Position Title: Sales Associate External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may also...


  • Worthington, United States Talbots Full time

    Job Number: 22463 Position Title: Sales Associate External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may also...


  • Worthington, Minnesota, United States Nobles County Full time

    Nobles County Community Services - Accounting Support SpecialistBecome a vital part of our team at Nobles County Community Services as an Accounting Support Specialist. We are seeking a meticulous individual to deliver specialized financial assistance across various divisions within our organization. This position entails crafting, assessing, and reconciling...


  • Worthington, Minnesota, United States Rusty Bucket Full time

    RUSTY BUCKET RESTAURANT AND TAVERN is in search of a HOST to enhance our guest experience. About Us: We are a vibrant, welcoming neighborhood tavern dedicated to providing a fun atmosphere. Your Responsibilities: To create enthusiastic supporters among our Associates, Guests, Suppliers, Partners, and the Communities we serve. Overview: The Guest...


  • Worthington, United States Wireless World Verizon Authorized Retailer Full time

    Bilingual Wireless Sales Associate Wireless World, a Verizon Authorized RetailerFull-TimeCompetitive Compensation Range: Unlimited Potential! Top Full-Time Sales Associates in our retail stores earn an average of $65,000 or more including base wage, commission, and bonuses. Store Hours: Monday - Friday 9am-7pm, Saturday 9am-5pm, Sunday closedWireless World,...


  • Worthington, Indiana, United States Amerivet Services LLC Full time

    Embark on a rewarding journey in a dynamic and supportive setting! Amerivet Services LLC, a leading provider of veterinary care, is excited to welcome an Associate Veterinarian to our dedicated team of animal lovers. We cater to a wide range of pets, from cherished dogs and cats to charming rabbits, birds, reptiles, and even small farm animals, ensuring they...