GDS Wealth Management, a rapidly growing SEC-registered wealth management firm, invites you to join our dynamic team as a Client Associate. As the first and last point of contact for our clients, you will play a critical role in ensuring every interaction reflects our commitment to excellence. This position offers the opportunity to deliver a white-glove service experience while supporting Financial Planners and contributing to the smooth operation of the firm.
Join the esteemed team of professionals in the wealth management industry, renowned for their exceptional expertise and dedication. Glen Smith, our esteemed founder and CEO, has been consistently honored as one of Forbes' Best-in-State Wealth Advisors for seven consecutive years (2019-2025). This prestigious recognition highlights our commitment to excellence in delivering sophisticated financial planning solutions and unparalleled client service. At GDS Wealth Management, we strive to provide our clients with a sense of security and assurance as they pursue their financial goals.
Our mission at GDS Wealth Management is to offer our clients peace of mind surrounding their financial goals with sophisticated financial planning and a high level of customer service.
Job Summary
The Client Associate enhances the client experience by providing exceptional client service, supporting branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Planners. You will be responsible for understanding firm policies, procedures, and digital capabilities that will allow you to interact with the Financial Planners, as well as new and existing clients. Routine contact with internal and external clients is required to obtain, clarify, or provide facts and information.
Responsibilities & Activities
- Provide a white-glove client service experience by actively listening to clients, understanding their needs, and addressing their concerns with empathy and professionalism.
- Follow established processes and procedures to efficiently handle client inquiries, escalating complex issues when necessary.
- Respond promptly and professionally to client inquiries and resolve issues in a timely manner, ensuring exceptional client service.
- Maintain accurate and detailed client records, ensuring all interactions and resolutions are properly documented.
- Collaborate with cross-functional teams to address client inquiries that require input from other departments, ensuring a seamless client experience.
- Proactively communicate with clients regarding updates, issues, and any potential delays, keeping them informed throughout the process.
- Identify and recommend process improvements to enhance the overall client experience and increase efficiency.
- Act as a reliable and supportive team member, assisting coworkers when needed and fostering a positive working environment.
- Receive cross-training and assist with other operational functions as required.
- Handle calendars for the Financial Planners and others in the office.
- Handle miscellaneous operational activities.
- Perform other duties and responsibilities as assigned.
Knowledge, Skills, & Abilities
- Bachelor's degree or higher is strongly preferred.
- Detail oriented.
- Excellent attitude and an extraordinary client service orientation.
- Outstanding telephone etiquette—approachable and supportive during phone interactions.
- Excellent organizational and time management skills.
- An ability to handle multiple tasks within tight time frames.
- Proficiency with Microsoft Office Suite and Salesforce.
- Strong analytical and research skills.
- Strong verbal, written, presentation, and interpersonal communication skills.
GDS Wealth Management Guiding Behaviors
At GDS Wealth Management, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same.
- Work with and through others to achieve desired outcomes.
- Make prompt, pragmatic choices and act with the client in mind.
- Take ownership and hold themselves and others accountable for delivering results that matter.
- Contribute to the continuous evolution of the firm.
If you’re interested in this opportunity, please send your resume and letter of interest to careers@gdswealth.com. Given the high demand for this position, we’re only able to contact the most qualified candidates.
