Client Service Associate

Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.

Responsibilities:

Serve as the primary point of contact for assigned clients, addressing their inquiries and requests in a timely manner

Manage client communications via phone, email, and other channels, maintaining a professional and courteous demeanor

Facilitate account openings and transfers by coordinating documentation accurately and efficiently

Handle administrative tasks related to client accounts, ensuring all paperwork is completed accurately

Collaborate with our financial advisors to prepare materials for client reviews and meetings, ensuring all necessary information is readily available

Stay updated on our firm's offerings and services to provide informed assistance to clients

Requirements:

Bachelor's degree in business, finance, or a related field

Minimum of 2 years of experience in client service, preferably in the financial services industry

Strong commitment to professionalism and building positive client relationships

Excellent attention to detail and organizational skills

Familiarity with CRM platforms and financial planning software is a plus

Exceptional written and verbal communication abilities

Benefits:

Medical, Vision, Dental, AD&D ST/LT Dis

Incredible PTO, Potential for Flex Time

Bonus Potential

If you are passionate about delivering service excellence and thrive in a fast-paced, client-focused environment, we invite you to join our team. Please submit your resume to to apply for this exciting opportunity.

All qualified applicants will receive consideration 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. GPAC (Growing People and Companies) 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.