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Client Services Associate

3 months ago

Fort Collins, United States gpac Full time
Job Description

Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.

Responsibilities:
  • Serve as the primary point of contact for assigned clients, addressing their inquiries and requests in a timely manner.
  • Manage client communications via phone, email, and other channels, maintaining a professional and courteous demeanor.
  • Facilitate account openings and transfers by coordinating documentation accurately and efficiently.
  • Handle administrative tasks related to client accounts, ensuring all paperwork is completed accurately.
  • Collaborate with our financial advisors to prepare materials for client reviews and meetings, ensuring all necessary information is readily available.
  • Stay updated on our firm's offerings and services to provide informed assistance to clients.
Requirements:
  • Bachelor’s degree in business, finance, or a related field
  • Minimum of 2 years of experience in client service, preferably in the financial services industry
  • Strong commitment to professionalism and building positive client relationships.
  • Excellent attention to detail and organizational skills
  • Familiarity with CRM platforms and financial planning software is a plus.
  • Exceptional written and verbal communication abilities
Benefits:
  • Medical, Vision, Dental, AD&D ST/LT Dis
  • Incredible PTO, Potential for Flex Time
  • Bonus Potential

If you are passionate about delivering service excellence and thrive in a fast-paced, client-focused environment, we invite you to join our team. Please submit your resume to shea.sweetland@gogpac.com to apply for this exciting opportunity.

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.