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Client Service Specialist

Do You

• Enjoy being a part of a team?
• Have an eye for detail?
• Thrive in making things happen?
• Love serving people?

If so, this is the perfect job for you!

Responsibilities We'll Trust You With

Your job is to handle just about everything that keeps us from doing the tasks that only we can do (e.g. meet with clients, financial planning and investment management). Typical tasks include:

• General reception duties
• Process move money requests
• Onboard new clients
• Coordinate forms and paperwork
• Monitor internal cases and tasks
• Office administration

These responsibilities are to be completed according to our internal core values:

Love

We love our clients and will be known by that love. We do a lot for our clients, but if we don't have love, then we are nothing.

Stewardship

Decisions and resources have been placed in our care and clients trust us to act in their long-term interest based on how well we know them, the information available, our expertise, and our experience.

Details

We are in the details business, and we will excel at providing timely, correct, and useful information to clients that are paying for premium professional services.

Curiosity

Each of our clients is unique and has their own "why". Our role is to find out what that is while encouraging them to pursue it with contentment and generosity. We will also seek out the best possible solutions to the questions they ask and the challenges they face.

Communication

Clear, consistent, and correct communication increases our clients' trust and allows them to focus on what matters most.

We are looking for someone to be a trusted partner, able to help Eric get the most important things completed. This would be someone who can anticipate issues, figure out the next best thing to do, and accomplishing things in a timely manner.

Compensation

• Based on skills and experience
• Great people deserve great benefits. To start, benefits include:
  • 401(k) with 6% match and profit sharing
  • Health insurance
  • Paid time off
  • Work life balance is important to us; we are extremely considerate of your personal life. 

Why G&F

Our mission is to help people pursue contentment and generosity through purposeful wealth management.

We believe that money is a tool. You can use money to Live today, Give it away, Grow it for the future or Owe it to pay off debt. Imbedded in this belief is an understanding that each of us is to be a steward of what we have been entrusted with. Our aim is to help our clients be good stewards by providing them with wise counsel and exceptional service.

We are looking for someone who wholeheartedly agrees with this mission and will do their best each day to help us in that endeavor.

*Due to the financial nature of our work, you will be required to be fingerprinted and pass a thorough criminal background and credit check.