Client Service Associate

1 month ago


MagstattleBas, Grand Est, United States gpac Full time
Client Service Associate

We are seeking a highly skilled and organized Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing exceptional service through timely and accurate administrative support across client accounts.

Key Responsibilities:
  • Serve as the primary point of contact for assigned client relationships, ensuring seamless communication and resolution of inquiries.
  • Field client phone calls and emails, providing prompt and professional responses to inquiries.
  • Process account paperwork, including new account openings, transfers, distributions, and other administrative tasks.
  • Update client data and relationship management systems to ensure accurate and up-to-date information.
  • Prepare investment review materials and performance reports for advisors, providing valuable insights and analysis.
  • Complete trade entry and account maintenance tasks, ensuring compliance with regulatory requirements.
  • Support client events and meetings, providing exceptional service and ensuring a positive experience.
Qualifications:
  • Bachelor's degree or equivalent work experience in a related field.
  • 2 years of experience in financial services or a client service role, with a proven track record of success.
  • Proficiency with CRM systems and financial planning software, with the ability to learn new systems quickly.
  • Strong verbal, written, and technical communication skills, with the ability to communicate complex information effectively.
  • Highly organized and attentive, with the ability to manage multiple tasks and prioritize responsibilities.
  • Series 7 and 66 licenses, or the ability to obtain them within a reasonable timeframe.
Benefits:
  • Competitive salary with great benefits and commission opportunities.
  • A firm that prioritizes both professional development and employee well-being, offering opportunities for growth and advancement.
  • A steadfast commitment to client satisfaction, with a focus on delivering exceptional service and results.
  • A dynamic and supportive work environment, with a close-knit team of professionals who share a passion for excellence.

If you are a motivated and detail-oriented professional with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity. Please submit your resume to explore how you can contribute your skills and experience to our team.

GPAC is an equal opportunity employer, committed to diversity and inclusion in the workplace. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional service.



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