Private Wealth Management Client Service Associate

6 days ago

Cleveland, Ohio, United States Gpac Full time

Job Summary:

We are seeking a highly skilled and detail-oriented Client Service Associate to join our Private Wealth Management team at GPAC. As a key member of our team, you will be responsible for providing exceptional client service and support to our high net worth clients.

Key Responsibilities:

  • Client Relationship Management: Serve as the primary point of contact for assigned clients, providing timely and professional responses to their inquiries and requests.
  • Account Management: Manage client accounts, including coordinating documentation, processing transactions, and maintaining accurate records.
  • Communication: Develop and maintain strong relationships with clients, financial advisors, and other stakeholders through effective communication and problem-solving skills.
  • Administrative Support: Provide administrative support to the team, including data entry, record-keeping, and other tasks as needed.
  • Knowledge and Skills: Maintain a thorough knowledge of our firm's offerings, services, and industry trends, as well as relevant laws and regulations.

Requirements:

  • Education: Bachelor's degree in business, finance, or a related field.
  • Experience: 2+ years of client service experience, preferably in the financial services industry.
  • Skills: Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Technical Skills: Proficiency in CRM platforms and financial planning software, with the ability to learn new systems and technologies.

What We Offer:

GPAC offers a competitive salary and benefits package, as well as opportunities for professional growth and development in a dynamic and supportive work environment.

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