Client Service Associate
Company: GPAC
Location: Pooler
Posted on: June 24, 2022
|
|
Job Description:
Job Description JOB DESCRIPTION Looking for a Registered Client
Associate to partner with advisors to deliver an exceptional client
experience, supporting key operational requirement, ultimately
focused on helping our clients achieve their financial goals.
Responsibilities: Build and maintain professional relationships
with clients by assisting them and answering account questions Take
initiative to handle account inquiries and customer needs and
escalate to financial advisors when appropriate Adhere to
compliance standards by obtaining and maintaining appropriate
account documentation and communicate with clients about items
needed Facilitate the transfer of funds and securities, complete
trades in client accounts, and process checks, wires and ACH's in a
timely manner Maintain confidentiality in accordance with Client's
Code of Conduct Requirements: Strong verbal and written
communication Good knowledge of accounting principles, as well as
good analytical, verbal, mathematical, and written communication
skills Attention to detail coupled with the mindset of how you can
make advisors more efficient and effective Series 7, 63, 65, and 66
Licenses preferred Strong business development and cross servicing
skills Strong financial analysis skills Bachelor's Degree preferred
2-3 years experience in a similar role For additional information
on this opportunity, contact Danielle Hendricks directly at (605)
988-8703. Resumes may be confidentially sent to
danielle.hendricksgogpac.com 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.
Keywords: GPAC, Savannah , Client Service Associate, Other , Pooler, Georgia
Click
here to apply!
|