Financial Services Professional

4 hours ago


Stanley, United States Gpac Full time
Registered Client Service Associate

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.
Requirements:
  • 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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