GDS Wealth Management, a rapidly growing SEC-registered wealth management firm, invites you to join our dynamic team as a Lead Client Associate. We are passionate about guiding individuals toward their financial goals. By becoming a part of our young, motivated, and target-driven team, you will have a unique opportunity to shape the future prosperity of our thriving organization.
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 Lead Client Associate plays a key role in delivering excellent client service and ensuring smooth operations across the organization. The Lead Client Associate will support client onboarding and maintenance, handle queries, assist in money movement requests, support strategic operation initiatives aimed at enhancing efficiencies, and provide leadership and support to client associates and office coordinators.
The ideal candidate will have strong interpersonal skills, excellent organizational abilities, and a deep understanding of customer service principles, with the ability to lead by example and support the client service team.
Responsibilities & Activities
- Client Support: Provide outstanding client service by promptly addressing inquiries, handling transaction requests, resolving issues efficiently, and consistently delivering an exceptional experience.
- Onboarding New Clients: Lead the client onboarding process. Proactively communicate with clients regarding updates, issues, and any potential delays, keeping them informed throughout the process.
- Team Leadership: Lead and support client associates and office coordinators, providing guidance, feedback, and training to improve team performance and service standards. Act as a reliable and supportive team member, assisting coworkers when needed and fostering a positive working environment.
- Process and System Training: Train client associates and office coordinators on the use of company systems. Demonstrate best practices for handling client transactions, requests, and record-keeping to ensure compliance and consistency.
- Process Improvement: Identify opportunities to improve client service processes, including recommending and implementing changes to enhance efficiency and client satisfaction.
- Reporting & Analysis: Track and report key performance indicators (KPIs) related to client services, providing insights and recommendations to management.
- Cross-Department Collaboration: Receive cross-training and assist with other operational functions as required. Perform other duties and responsibilities as assigned.
Experience:
- Minimum of 5 years of experience in client services, account management, or a similar customer-facing role.
- At least 2 years in a leadership or supervisory capacity.
Knowledge, Skills, and Abilities:
- Bachelor’s degree or higher is strongly preferred.
- Strong communication skills, both verbal and written.
- Exceptional problem-solving abilities and attention to detail.
- Ability to manage multiple client accounts and prioritize tasks effectively.
- Leadership and team development skills.
- Proficiency in Microsoft Office and Salesforce systems.
- A customer-first attitude and a passion for delivering exceptional service.
- Emotional intelligence, with the ability to manage client relationships in high-pressure situations.
- Strong work ethic, with a proactive approach to identifying and solving client needs.
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. While we appreciate all applicants, only the most qualified candidates will be contacted for next steps.
