Client Service Associate

1 month ago


Pompano Beach, United States Strategic Asset Management (SAM) Group Full time

SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.


This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.


Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.


Responsibilities:


  • Frequent client contact by phone and email
  • Assist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documents
  • Document client interactions via Redtail CRM, follow up on client meetings
  • Maintain databases of client information
  • Prepare and submit client paperwork and financial transactions accurately
  • Respond to and correct paperwork not in good order
  • Inform financial advisor of client issues of significant concern
  • Stay apprised on industry and company rules and regulations
  • Attend branch operations meetings and sales assistant conferences
  • Other projects and tasks as assigned


Desired Experience and Skills:


  • Financial services experience preferred, but not required
  • Ability to develop strong client relationships
  • Excellent oral and written communication skills
  • Ability to work independently
  • Problem solver, critical thinker and creative skills
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines
  • Ability to do research to answer questions


Technology Used:


  • Redtail CRM, Advyzon, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
  • Various investment and insurance company websites


We offer:

  • A supportive and professional work environment
  • Competitive compensation
  • An opportunity for professional growth and advancement


  • Pompano Beach, Florida, United States SAM Group Full time

    Job DescriptionWe are seeking a highly skilled Client Service Associate to join our team at SAM Group. This role requires excellent customer service and problem-solving skills to provide information to our advisors and clients in a reliable, efficient, and highly professional manner.The ideal candidate will be extremely organized, detail-oriented, and a...


  • Pompano Beach, United States Strategic Asset Management, LLC Full time

    SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in...


  • pompano beach, United States Strategic Asset Management (SAM) Group Full time

    SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a...


  • pompano beach, United States Strategic Asset Management (SAM) Group Full time

    SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a...


  • Pompano Beach, FL, United States Strategic Asset Management (SAM) Group Full time

    SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service AssociateThis position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a...


  • Pompano Beach, Florida, United States Banfield Full time

    At Banfield, our Client Service Coordinators play a vital role in providing exceptional patient care and ensuring a positive experience for our clients. Key Responsibilities: Maintain a clean and organized lobby and reception area Review daily schedules to provide optimal appointment options for clients Respond promptly to online appointment requests and...


  • Pompano Beach, Florida, United States Banfield Full time

    Client Service CoordinatorAt Banfield, our Client Service Coordinators play a critical role in providing exceptional client experiences. As the first and last point of contact for our clients, you will be responsible for ensuring a warm and welcoming environment for all who visit our practice.Your responsibilities will include:Meeting with clients to discuss...


  • Pompano Beach, Florida, United States The Shade Store Full time

    {"h1": "Client Services Lead", "p": "At The Shade Store, we are seeking a Client Services Lead to join our team. As a Client Services Lead, you will be responsible for ensuring that our clients receive exceptional service and support. You will be the representative of both the client and the team members, demonstrating exemplary customer service and...


  • Pompano Beach, Florida, United States Banfield Full time

    Client Service Coordinator Job SummaryWe are seeking a skilled Client Service Coordinator to join our team at Banfield. As a Client Service Coordinator, you will be the first and last point of contact for our clients, providing exceptional customer service and ensuring a positive experience for their pets.Key Responsibilities:Provide warm and welcoming...


  • Pompano Beach, Florida, United States Banfield Full time

    Key Responsibilities:As a Client Service Coordinator at Banfield, you will be the first and last point of contact for our clients, providing a welcoming and professional experience. This includes meeting face-to-face, phone calls, and shared decision-making.Essential Skills:Maintain a clean and organized lobby and reception areaReview schedules to provide...


  • Newport Beach, California, United States Meier Law Firm Full time

    About the Role:We are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and internal teams.Key Responsibilities:Serving as the primary point of contact for clients and internal...


  • Newport Beach, California, United States Meier Law Firm Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our office and providing exceptional client service.Key ResponsibilitiesProvide warm and welcoming support to clients and visitors,...


  • Newport Beach, United States Meier Law Firm Full time

    DescriptionWe need an entry-level warm, personable, compassionate, detail-oriented, tech-savvy, administrative assistant who will be our receptionist, and assist our Client Services Manager and paralegals with operational support. This person will be the warm, friendly voice who answers all calls and helps potential clients get scheduled with our intake...


  • Newport Beach, United States Meier Law Firm Full time

    Description We need an entry-level warm, personable, compassionate, detail-oriented, tech-savvy, administrative assistant who will be our receptionist, and assist our Client Services Manager and paralegals with operational support. This person will be the warm, friendly voice who answers all calls and helps potential clients get scheduled with our intake...


  • Pompano Beach, United States Banfield Full time

    Our Client Service Coordinators have the critical and demanding role of often being the first and the last friendly, welcoming and professional representatives of our practice. This can include, but is not limited to, meeting face to face, talking on the phone and involving clients in shared decision making. BEST PRACTICES FOR CSCs: Maintain a clean and...


  • Palm Beach Gardens, Florida, United States Stifel Financial Full time

    Job SummaryAs a Client Service Associate at Stifel Financial, you will assist Financial Advisors with the opening and maintenance of client accounts and records. This role involves performing a wide range of administrative support duties, including client service, processing, and branch management.Key ResponsibilitiesAssist Financial Advisors with client...


  • Palm Beach Gardens, United States Hamilton Jewelers Full time

    The Client Services Associate serves as the expert when taking in and delivering client repairs, interacting with customers to explain the repair process, and working hand-in-hand with sales professionals, introducing them to service clients who may be interested in making an additional purchase while in the store. The Client Services Associate must actively...


  • palm beach gardens, United States Hamilton Jewelers Full time

    The Client Services Associate serves as the expert when taking in and delivering client repairs, interacting with customers to explain the repair process, and working hand-in-hand with sales professionals, introducing them to service clients who may be interested in making an additional purchase while in the store. The Client Services Associate must actively...


  • Palm Beach Gardens, United States Hamilton Jewelers Full time

    The Client Services Associate serves as the expert when taking in and delivering client repairs, interacting with customers to explain the repair process, and working hand-in-hand with sales professionals, introducing them to service clients who may be interested in making an additional purchase while in the store. The Client Services Associate must actively...


  • North Miami Beach, United States Safra National Bank Full time

    Client Services Associate | Aventura, Florida Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Deposit Insurance Corporation (FDIC). Headquartered in New York, with a branch in Florida and representative offices in Brazil, Chile,...