Portfolio Support Professional
5 days ago
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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