Client Service Associate

9 hours 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 client service and support to our advisors and clients.

Key Responsibilities:
  • Provide timely and accurate responses to client inquiries via phone and email
  • Assist clients with service needs, including account changes, purchases, and withdrawals
  • Document client interactions and follow up on client meetings
  • Maintain databases of client information and prepare client paperwork and financial transactions accurately
  • Respond to and correct paperwork not in good order
  • Inform financial advisors of client issues of significant concern
  • Stay up-to-date on industry and company rules and regulations
  • Attend branch operations meetings and sales assistant conferences
Requirements:
  • Financial services experience preferred, but not required
  • Excellent oral and written communication skills
  • Ability to work independently and as part of a team
  • Problem-solving skills and attention to detail
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines and doing research to answer questions
What We Offer:
  • A supportive and professional work environment
  • Competitive compensation and opportunities for professional growth and advancement


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