High Net Worth Investment Advisory Professional

1 week ago


State College, Pennsylvania, United States gpac Full time
Job Summary

We are seeking a highly skilled and experienced Client Service Associate to join our Private Wealth Management team. As a key member of our high net worth investment advisory team, you will be responsible for providing exceptional service to our clients and managing their relationships.

Key Responsibilities
  • Client Relationship Management: Serve as the primary point of contact for assigned clients, providing timely and effective responses to their inquiries and requests.
  • Account Management: Coordinate the opening and transfer of client accounts, ensuring seamless execution and timely completion.
  • Administrative Support: Manage account paperwork, documentation, and administrative tasks, maintaining a high level of accuracy and attention to detail.
  • Collaboration with Financial Advisors: Work closely with our financial advisors to assemble materials for client reviews and meetings, ensuring a comprehensive understanding of our firm's offerings and services.
  • Knowledge and Expertise: Maintain a thorough knowledge of our firm's products, services, and industry trends, staying up-to-date on market developments and regulatory requirements.
Requirements
  • Education: Bachelor's degree in Business, Finance, or a related field.
  • Experience: 2+ years of client service experience, with a preference for financial services experience.
  • Professionalism and Communication: Demonstrate a high degree of professionalism, commitment to positive client relationships, and excellent written and verbal communication skills.
  • Technical Skills: Proficiency in CRM platforms and financial planning software, with a strong attention to detail and organizational abilities.
About GPAC

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States. We are committed to delivering exceptional service and results-driven solutions to our clients.



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