Follow UsFollow UsFollow Us Client Login

Gerber Financial Advisors


GERBER, LLC HIRING NEW CLIENT EXPERIENCE TEAM MEMBER

Gerber, LLC is looking for a detail-oriented, problem-solver to add to our team. We are in need of a self-motivated individual with a knack for numbers to enhance our advisory team through their dedication to data management and information gathering.

Who we are looking for:
  • An analytical mindset, easily able to process and articulate data and statistics
  • Ambitious enough to play “detective” in order to get all the hard facts and raw stats
  • Ability to prioritize and complete tasks in a timely-fashion, adhering to deadlines
  • Willingness to work and play well with others, and thrive in a fast-paced environment
  • Outstanding interpersonal, collaboration and communication skills
  • Extremely organized and data-driven; must have a knack for crunching numbers and making sense of endless figures
  • Go-getter who isn’t afraid of communicating + following up with clients to receive necessary data points
  • Fact-finding and fact-checking ninja

WHAT YOU CAN DO FOR US:
  • Assemble, maintain, and update client records with a goal of ultimately enhancing the Gerber client experience
  • Assist our advisors in gaining a deeper understanding of client behavior through data extraction and client communications
  • Work hand-in-hand with our advisory team to ensure optimal efficiency on data extraction
  • Isn’t afraid to handle the “dirty work”- collecting, categorizing and conserving client data as well as constructing analytics reports
  • Gather and manage data both from internal and external sources- including communicating directly with clients to compile and prepare annual reports for our advisory team
  • Streamline data collection and analysis procedures to ensure fast access to metrics
  • Assist in the delivery of projects and activities in accordance with the strategy and goals of the team

To learn more about what it’s like to work at Gerber, LLC, check out our LinkedIn, like us on Facebook and follow us on Twitter.

Gerber, LLC is an Independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC . Investment advisory services are offered through Gerber, LLC. Gerber, LLC is not a registered broker/dealer and independent of Raymond James Financial Services.


INDEX
  • GERBER, LLC HIRING NEW CLIENT EXPERIENCE TEAM MEMBER
  • GET TO KNOW THE GERBER TEAM | Q2 2017
  • GET TO KNOW THE GERBER TEAM | Q1 2017
  • GERBER, LLC HIRING NEW CLIENT EXPERIENCE TEAM MEMBER
  • 2016 RECAP: HAPPENINGS IN THE GERBER SPACE
  • GET TO KNOW THE GERBER TEAM | Q3 2016
  • GERBER NAMED ON INC. 5000
  • GET TO KNOW THE GERBER TEAM | Q2 2016
  • GET TO KNOW THE GERBER TEAM | Q1 2016
  • 2015 RECAP: HAPPENINGS IN THE GERBER SPACE
  • GET TO KNOW THE GERBER TEAM | Q3 2015
  • GET TO KNOW THE GERBER TEAM | Q2 2015
  • 2014 RECAP: HAPPENINGS IN THE GERBER SPACE
  • THE GERBER ALUMNI ASSOCIATION
  • MEET OUR NEW TEAM MEMBER, KIRSTEN HAMILTON
  • MEET OUR NEW TEAM MEMBER, SARAH BACKIEWICZ
  • Journey of WHY: Why we work with first-generation entrepreneurs
  • Journey of Why: Bringing our WHY to Life
  • Journey of Why: How Our WHYs are Intertwined
  • Gerber's Got History: The History of our New Office
  • Journey of Why: It Starts with WHY
  • If you would like to be notified via email each time we publish a new blog or if you would like to be removed from our emailing list, please fill out the form below.







    Additional Comments: