Client Service Representative
4 days ago
Job Opportunity for a Client Service Associate
We are seeking a highly skilled Client Service Associate to join our team at GPAC, a renowned search firm specializing in placing quality professionals within multiple industries across the United States.
Key Responsibilities:
- Client Communication: Serve as the main point of contact for assigned client relationships, fielding client phone calls and emails, and providing prompt responses to inquiries.
- Account Administration: Process account paperwork, including new account openings, transfers, distributions, and updates to client data and relationship management systems.
- Investment Support: Prepare investment review materials and performance reports for advisors, complete trade entry and account maintenance tasks, and support client events and meetings.
- Qualifications:
- 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.
We are an equal opportunity employer and welcome applications from qualified candidates without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
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