Financial Services Professional
4 hours ago
We are seeking a highly skilled and experienced Registered Client Service Associate to join our team at GPAC. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients.
Key Responsibilities:- Manage client relationships and provide timely and accurate responses to client inquiries.
- Deliver high-quality client service and support, ensuring that clients receive exceptional care and attention.
- Collaborate with our financial advisors to develop and implement customized investment strategies for our clients.
- Stay up-to-date with industry regulations and licensing requirements, ensuring that our firm remains compliant and competitive.
- Utilize our CRM database to streamline workflows and enhance efficiency.
- Active FINRA Series 7 & 65 licenses.
- Bachelor's degree or equivalent experience.
- Proven track record of delivering exceptional client service and support.
- Strong communication and presentation skills.
- Ability to work autonomously and adapt to new responsibilities.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, please submit your application for consideration.
GPAC is an equal opportunities employer and welcomes applications from all qualified candidates. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.
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Financial Services Professional
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Stanley, United States Gpac Full timeRegistered Client Service AssociateWe are seeking a highly skilled and experienced Registered Client Service Associate to join our team at GPAC. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients.Key Responsibilities:Provide timely and accurate responses to client...
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