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Wealth Management Client Service Specialist

2 months ago

Mansfield, Ohio, United States Gpac Full time
Job Summary

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

Key Responsibilities
  • Client Relationship Management: Serve as the primary point of contact for assigned clients, providing timely and professional service to meet their needs.
  • Communication and Coordination: Field client calls, emails, and other communications, and coordinate documentation for client account openings and transfers.
  • Account Management: Manage account paperwork and administrative tasks, ensuring accuracy and attention to detail.
  • Team Collaboration: Work closely with our financial advisors to assemble materials for client reviews and meetings, and maintain a thorough knowledge of our firm's offerings and services.
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: High degree of professionalism, commitment to positive client relationships, and excellent written and verbal communication skills.
  • Organizational and Technical Skills: Sharp attention to detail, strong organizational abilities, and experience with CRM platforms and financial planning software.
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 to our clients and candidates, and we are seeking a talented Client Service Associate to join our team.