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Client Service Associate

2 months ago

Corry, Pennsylvania, United States gpac Full time

Job Summary:

We are seeking a highly skilled and experienced 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. As a Client Service Associate, you will be responsible for providing exceptional service to our clients, including high-net-worth individuals and families, by delivering timely and accurate administrative support across client accounts.

Key Responsibilities:

  • Client Communication: Serve as the primary point of contact for assigned client relationships, responding promptly to inquiries and resolving issues in a professional and courteous manner.
  • Account Management: Process account paperwork, including new account openings, transfers, distributions, and other administrative tasks, ensuring accuracy and attention to detail.
  • Relationship Building: Develop and maintain strong relationships with clients, understanding their needs and preferences to provide personalized service.
  • Administrative Support: Provide administrative support to advisors, including preparing investment review materials and performance reports, and completing trade entry and account maintenance tasks.
  • Team Collaboration: Work closely with the team to ensure seamless communication and coordination, contributing to a positive and productive work environment.

Requirements:

  • Education: Bachelor's degree or equivalent work experience.
  • Experience: 2 years in financial services or client service role.
  • Skills: Proficiency with CRM systems and financial planning software, strong verbal, written, and technical communication abilities, highly organized and attentive with ability to manage multiple tasks.
  • Certifications: Series 7, 66.

Benefits:

  • Competitive salary with great benefits commission.
  • Firm prioritizes both professional development and employee well-being.
  • A steadfast commitment to client satisfaction.
  • Amazing culture.
  • Renowned for its employee-centric approach.
  • Seeking Professionals to expand and grow their company.
  • They provide their Advisors with resources, mentorship, and a sustainable work-life balance.