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GGM Financial, LLC · 1 month ago

Client Service Associate

Columbus, OH

Full-time

Onsite

New Grad, Entry Level

GGM Financial, LLC is a financial services company seeking a Client Service Associate to support financial advisors and clients. The role involves managing daily administrative tasks, ensuring smooth operations, and maintaining efficiency with paperwork and software systems.

ConsultingFinancial ServicesWealth Management

Responsibilities

Serve as the primary point of contact for client inquiries via phone, email and in-person

Deliver exceptional client experience by responding promptly, professionally, and accurately

Prepare, assist, and process client account paperwork ensuring all required forms are completed fully and error-free

Maintain precise client records in Redtail CRM and custodian platform

Support daily office operations such as scanning, document management and maintaining multiple calendars

Collaborate with Advisors and team members to streamline processes and improve efficiency

Qualification

Financial services experienceMicrosoft Office proficiencyAttention to detailInvestment accounts knowledgeOrganizational skillsClient-focused demeanorDocuSignAdobeRedtailDropboxZocks AICritical-thinking skillsSelf-starter

Required

Familiarity with investment accounts (IRAs, Roth IRAs, taxable accounts), paperwork requirements, and basic financial concepts

Strong attention to detail and accuracy—especially when handling client data and paperwork

Excellent organizational skills with the ability to manage multiple priorities and deadlines

A self-starter who can work independently

Professional, warm, and client-focused demeanor and ability to build strong relationships with clients and maintain trust

Strong critical-thinking skills; able to troubleshoot custodial or account issues quickly

Proficient in Microsoft Office (Outlook, Word, Excel, Teams, OneDrive)

Preferred

BA or BS preferred

Experience with financial services, wealth management, or a similar professional services environment preferred

Familiarity with platforms such as DocuSign, Adobe, Redtail, Dropbox and Zocks AI a plus

Company

GGM Financial, LLC

GGM Financial, LLC is an independent wealth planning and investment management firm to which successful individuals, families, pre-retirees, and retirees turn to for help in establishing and maintaining their long-term financial goals.

Founded in 2002

Columbus, Ohio, USA

2-10 employees

https://www.ggmfin.com

Funding

Current Stage

Early Stage

Leadership Team

Brady Green CFP® CIMA®

Advisor and CEO

John P. McCabe

Partner, Financial Advisor

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Company data provided by crunchbase