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    Client Service Associate - Fort Worth, United States - Gpac

    Gpac
    Gpac Fort Worth, United States

    2 weeks ago

    GPAC background
    Full time
    Description

    Are you looking for a new job opportunity?

    We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts.

    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

    Qualifications:

    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

    We offer a competitive salary and benefits package commensurate with experience. Please submit your resume to if you would like to contribute your talents to our close-knit team managing assets for high-net-worth individuals and families.

    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.

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