Client Service Associate

6 days ago


Hermitage, Pennsylvania, United States Group Management Services Full time
Client Service Associate

We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Group Management Services. As a key member of our operations team, you will play a critical role in providing exceptional customer service and support to our clients and stakeholders.

Key Responsibilities:
  • Provide administrative support to our financial advisors and clients, including answering phone calls, responding to emails, and resolving customer inquiries.
  • Prepare and process client documents, reports, and other materials as needed.
  • Maintain accurate and up-to-date records and files, both physical and digital.
  • Operate standard office equipment, including printers, scanners, and photocopiers.
  • Communicate effectively with clients, colleagues, and external partners to ensure seamless service delivery.
Requirements:
  • 3-5 years of administrative experience, preferably in a financial services or related industry.
  • Series 7 license or equivalent experience.
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Excellent communication, organizational, and problem-solving skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
What We Offer:
  • A competitive salary range of $45,000, based on experience, plus bonuses.
  • A comprehensive benefits package, including health insurance, dental insurance, paid time off, and 401(k) matching.
  • A dynamic and supportive work environment with opportunities for professional growth and development.

If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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