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High Net Worth Client Relationship Manager

1 month ago

West Chester, Pennsylvania, United States Gpac Full time

Our high net worth investment advisory team is seeking a client service associate to manage client accounts and relationships by providing exceptional service and responding to all client inquiries and requests.

Key Responsibilities:

  • Serve as the primary point of contact for assigned clients, ensuring seamless day-to-day communication and support
  • Field client phone calls, emails, and other communications promptly, maintaining a high level of professionalism and courtesy
  • Coordinate documentation for client account openings and transfers, guaranteeing accuracy and timeliness
  • Manage account paperwork and administrative tasks with attention to detail and strong organizational skills
  • Collaborate with financial advisors to assemble materials for client reviews and meetings, showcasing in-depth knowledge of firm offerings and services

Requirements:

  • Bachelor's degree in business, finance or a related field
  • At least 2 years of experience in client service; financial services background preferred
  • Exceptional professionalism and commitment to building positive client relationships
  • Demonstrated ability to maintain confidentiality and handle sensitive information with discretion
  • Familiarity with CRM platforms and financial planning software an asset
  • Excellent written and verbal communication skills, with the ability to effectively articulate complex ideas and concepts

We offer a competitive salary of approximately $65,000 per year, commensurate with experience, along with a comprehensive benefits package that includes medical, dental, and vision coverage, retirement savings plan, and generous paid time off.