Financial Services Professional

3 weeks ago


Stanley, United States Gpac Full time
Registered Client Service Associate

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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