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Client Service Associate

2 months ago

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 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