Client Services Associate job District of Columbia District of Columbia
Client Services Associate job District of Columbia District of Columbia
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Client Services Associate Job

Employer Name: SpiderID: 12757287
Location: District of Columbia, District of Columbia Date Posted: 7/18/2022
Wage: Negotiable Category: Finance/Investment
Job Code: R3S CSA

Job Description:

Client Service Associate:

A local wealth advisory firm is seeking a skilled Client Service Associate. This position requires excellent customer service and problem-solving skills to confidently provide information to clients and advisors in a timely, efficient, and professional manner. Candidate must be extremely organized, detail-oriented and a self-starter.

Job Description:

  • The Sales Assistant position supports our advisors as they prepare for client meetings, as well as communicating directly with clients, as needed

  • The ideal candidate is client-focused, highly dependable, analytical and a team player

  • He or she must be able to operate autonomously and be comfortable working in a small office setting, which often requires the individual to adapt to new responsibilities as the firm continues to grow and evolve

  • This position has a broad range of duties, providing the individual exposure to and opportunity to pursue multiple career paths within our firm

Client Service Responsibilities:

  • Ability to provide excellent customer service contact/client facing experience

  • Perform general administrative duties including, but not limited to, answering phones, filing, processing mail, scheduling meetings, generating and processing client paperwork, and other responsibilities that support the company

  • Maintain information in the company CRM database, including, but not limited to, entering new clients/contacts, creating groups and/or running reports and creating workflow efficiencies

Advisor Support Responsibilities:

  • Prepare advisors for client and prospect meetings on an ongoing basis

  • Gather and prepare for use all necessary presentation and sales materials, compile meeting notes, performance reports and account applications

  • Onboard new clients including the set-up of accounts, recurring money movements, online access, and the scheduling of the ongoing account review cycle

  • Proactively work to ensure all advisor client follow-up and associated tasks are completed; create workflow in CRM system to track all outstanding follow-up tasks to be reviewed regularly with each advisor

Skills Needed / Desired:

  • Proven ability to meet deadlines as well as effectively identify and solve problems

  • Strong time management, organizational skills; able to effectively prioritize/multi-task

  • Ability to work independently as well as cohesively with advisors and team members

  • Must maintain a high level of confidentiality and have a client-focused, helpful attitude


  • 2-5 years minimum of operational experience in the financial services industry

  • Bachelor's degree preferred

  • Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)

  • Proven strong client service skills

  • Must have strong communication, organizational, and prioritization skills

  • Ability to work independently to research and resolve client issues

  • Problem solving skills to determine the most efficient method of problem resolution while complying with corporate and regulatory procedures

  • Ability to work well independently and within a team

  • Microsoft Office - Outlook, Word, PowerPoint and Excel required

If you or someone you know would like more information, feel free to contact me, Rachel Sharp, at 605-800-4107/ or my colleague, Bill Danton, at 605-679-9918/

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 Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:
Contact Name: GPAC Company Type:
Company: GPAC

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