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Client Service Associate

Gpac

This is a Full-time position in Alexandria, VA posted November 23, 2021.

JOB DESCRIPTION

GPAC a family owned, 30-year independent firm.

We build & have maintained relationships locally, regionally, and nationally.
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.

If interested in learning more this great opportunity or any other at Gpac please contact Bree Barry at 605.705.3112 call/text or email resume to bree.barry@gogpac.com.

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

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 for the past 31 years.

We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.