Client Service Associate

1 day ago


Pompano Beach, Florida, United States Strategic Asset Management, LLC Full time
Client Service Associate

We are seeking a highly skilled and detail-oriented Client Service Associate to join our Strategic Asset Management, LLC team. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities:
  • Provide timely and accurate responses to client inquiries via phone and email
  • Assist clients with account-related tasks, including general account questions, account changes, purchases, and withdrawals
  • Document client interactions and follow up on client meetings
  • Maintain accurate and up-to-date client information
  • Prepare and submit client paperwork and financial transactions
  • Respond to and correct any errors or discrepancies in client paperwork
  • Stay informed about industry and company rules and regulations
  • Attend team meetings and sales assistant conferences
Requirements:
  • Financial services experience preferred, but not required
  • Excellent communication and problem-solving skills
  • Ability to work independently and as part of a team
  • Strong attention to detail and organizational skills
  • Ability to anticipate client needs and provide proactive support
What We Offer:
  • A supportive and professional work environment
  • Competitive compensation and benefits package
  • Opportunities for professional growth and advancement


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