Client Services Associate
GPAC
- Allentown, PA
- $50,000-70,000 per year
- Permanent
- Full-time
- 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
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