Private Wealth Management Client Service Associate

3 days ago


West Chester, Pennsylvania, United States Gpac Full time

Key Responsibilities:

Serve as the primary point of contact for assigned high net worth clients, providing exceptional service and responding to all client inquiries and requests.

Client Relationship Management:

  • Field client phone calls, emails, and other communications promptly and professionally.
  • Coordinate documentation for client account openings and transfers, ensuring seamless execution.
  • Manage account paperwork and administrative tasks with attention to detail and organizational skills.
  • Work closely with financial advisors to assemble materials for client reviews and meetings.

Requirements:

  • Bachelor's degree in business, finance, or a related field.
  • 2+ years of client service experience, preferably in financial services.
  • High degree of professionalism and commitment to positive client relationships.
  • Sharp attention to detail and strong organizational abilities.
  • Experience with CRM platforms and financial planning software a plus.
  • Excellent written and verbal communication skills.

About GPAC:

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are committed to delivering the right solutions at the right time.



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