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Administrative Support Specialist

2 months ago

Omaha, Nebraska, United States GPAC Full time

About the Role:

We are seeking a highly skilled Client Service Associate to join our team at GPAC, a leading search firm specializing in placing quality professionals within multiple industries across the United States.

Key Responsibilities:

  • Serve as the primary point of contact for assigned client relationships, providing exceptional service and support.
  • Field client inquiries and respond to requests in a timely and professional manner.
  • Process account paperwork, including new account openings, transfers, and distributions.
  • Update client data and relationship management systems to ensure accuracy and efficiency.
  • Prepare investment review materials and performance reports for advisors.
  • Complete trade entry and account maintenance tasks with precision and attention to detail.
  • Support client events and meetings, ensuring seamless execution and excellent client experience.

Requirements:

  • Bachelor's degree or equivalent work experience in a related field.
  • 2 years of experience in financial services or a client-facing role.
  • Proficiency in CRM systems and financial planning software.
  • Strong verbal, written, and technical communication skills.
  • Highly organized and attentive, with the ability to manage multiple tasks and priorities.
  • Series 7 and 66 licenses.

What We Offer:

  • Competitive salary and benefits package.
  • A dynamic and supportive work environment that prioritizes employee growth and well-being.
  • A commitment to client satisfaction and excellence.
  • A chance to work with a renowned search firm that values its employees and clients.