Client Service Associate

1 week ago


Hermitage, Pennsylvania, United States Group Management Services Full time
Job Summary

We are seeking a highly skilled and experienced Client Service Associate to join our team at Group Management Services. As a key member of our organization, you will play a vital role in providing exceptional customer service and support to our clients.

Key Responsibilities
  • Administrative Support: Provide administrative assistance to our financial advisors and clients, including preparing reports, transcribing documents, and processing paperwork.
  • Client Communication: Communicate with clients and external business professionals to resolve inquiries and provide information as needed.
  • File Management: Establish, maintain, and update files, databases, records, and other documents to ensure accurate and efficient record-keeping.
  • Operational Support: Operate standard office equipment and use required software applications to perform daily tasks.
  • Compliance: Ensure all client paperwork is current with firm and industry requirements, rules, and regulations.
Requirements
  • Education: High School Diploma or GED (or equivalent)
  • Experience: 3-5 years of administrative experience preferred
  • Licenses: Series 7 License preferred
  • Skills: Proficient in personal computer skills, including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.
  • Physical Requirements: Ability to remain stationary 90 percent of the time, with occasional movement throughout the office. Regular lifting and/or moving up to 15-25 pounds.
What We Offer
  • Health Insurance
  • Dental Insurance
  • Paid Time Off
  • Paid Holidays
  • 401K
  • Starting Salary: $45,000, based on experience, plus bonuses


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