Client Associate

The Opportunity

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 Advisors. You will be responsible for understanding firm policies, procedures, and digital capabilities that will allow you to interact with the Financial Advisors, 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 Advisors 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.

Given the high demand for this position, we’re only able to contact the most qualified candidates.