GSS Client Representative

Role Overview

• Maintain professionalism and confidentiality
• Deliver exceptional service to clients and advisors
• Use product knowledge to process financial and non-financial transactions accurately
• Follow legal and company procedures
• Participate in training and mentoring sessions
• Support a positive team culture

Requirements

• Experience in client or customer service
• Bachelor’s degree or equivalent experience
• Strong computer and internet navigation skills
• Willingness to learn new systems
• Excellent communication skills
• Attention to detail
• Ability to prioritize and multitask

Benefits

• Annual discretionary bonus
• 401(k) plan with a generous match
• Competitive healthcare options
• Insurance benefits
• Disability benefits
• Employee stock investment program
• Learning resources
• Career development programs
• Reimbursement for certain education expenses
• Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
• Motivational wellbeing program
• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Onsite fitness center and recreation center*
• Onsite cafeteria* *Only applicable at certain locations