Portfolio Support Professional

5 days ago


Pompano Beach, Florida, United States SAM Group Full time

We are seeking a Portfolio Support Professional to join our team at SAM Group in Pompano Beach, FL. This role requires excellent customer service and problem-solving skills, allowing the candidate to provide reliable information to advisors and clients.

The ideal candidate will be extremely organized, detail-oriented, and a self-starter with great integrity and dependability.

Key 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

Requirements:

  • 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

We Offer:

  • A supportive and professional work environment
  • A competitive salary range of $45,000 - $60,000 per year
  • An opportunity for professional growth and advancement


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