Financial Services Professional
3 weeks ago
We are seeking a highly skilled and experienced Registered Client Service Associate to join our team at GPAC. As a key member of our financial services team, you will be responsible for providing exceptional client service and support to our clients.
Key Responsibilities:
- Provide timely and accurate responses to client inquiries, making complex solutions easy to grasp.
- Manage tasks from start to finish, ensuring transactions and processes are completed efficiently.
- Deliver clear and concise communication to convey the firm's message and investment strategies.
- Keep our CRM database up to date, streamlining workflows for enhanced efficiency.
- Adhere to industry regulations and stay up to date with licensing and continuing education requirements.
Requirements:
- Resides in or willing to commute to Raleigh, Charlotte, or Asheville, NC; relocation assistance available
- Must possess active FINRA Series 7 & 65 licenses (Mandatory requirement)
- Bachelor's degree is desirable
- Demonstrates a client-centric approach, reliability, and analytical prowess
- Exhibits exceptional communication and presentation abilities
- Proficient in time and energy management, with strong organizational skills and the ability to prioritize effectively
- Experience with investment reporting software, preferably Morningstar
- Demonstrated track record of meeting deadlines and adept problem-solving skills
About GPAC:
GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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