3 Wealth Management Client Service Associate Jobs in Athens, GA
gpac is Hiring a Wealth Management Client Service Associate Near Athens, GA
Primary Responsibilities
- Serve as the main point of contact for assigned client relationships
- Field client phone calls and emails, providing prompt responses to inquiries
- Process account paperwork including new account openings, transfers, distributions, etc.
- Update client data and relationship management systems
- Prepare investment review materials and performance reports for advisors
- Complete trade entry and account maintenance tasks
- Support client events and meetings
- Bachelor's degree or equivalent work experience
- 2 years in financial services or client service role
- 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
- Upbeat customer-focused attitude
If you would like to contribute your talents to a close-knit team managing assets for high-net-worth individuals and families, please send your resume to bethany.delahunt@gogpac.com. If you have further questions, please contact Bethany at 203-548-9232.
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.
Job Summary
Full Time
Business Services
$67k-90k (estimate)
06/10/2024
07/01/2024
gogpac.com
SIOUX FALLS, SD
50 - 100
1990
ALYSSA HERMAN
$10M - $50M
Business Services
Related Companies
About gpac
Growing people and companies since 1990 with a blend of art and science. Our business and expertise are the recruitment and development of top talent. Building the right people, for the right companies, right now! We have the expertise, track record, and confidence to work on nearly any project, any time, anywhere. Our team, with collective experience of over 250 years, is passionate about what we do and 100% dedicated to being the best. We are committed to providing an unequaled standard of excellence to the clients and candidates we serve. We are extremely competitive, client focused, and re...alize that our value is in our ability to deliver the right solutions at the right time. We understand that candidates must be proven players that fit the philosophy, goals, and culture of your organization. Throughout our over 28 years of service nationally, we have built strong relationships with thousands of people by listening, understanding, and delivering. This has allowed us to become recognized as a leader within the staffing world!
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