Financial Services Professional

5 days ago


Pompano Beach, Florida, United States Strategic Asset Management (SAM) Group Full time
Job Description

We are seeking a highly skilled Client Service Associate to join our team at the Strategic Asset Management (SAM) Group in Pompano Beach, FL. As a Client Service Associate, you will be responsible for providing exceptional customer service and support to our clients and advisors.

Your primary duties will include frequent client contact via phone and email, assisting clients with their service needs, documenting client interactions, maintaining databases of client information, preparing and submitting client paperwork, and staying up-to-date on industry and company rules and regulations.

To succeed in this role, you must have excellent communication skills, both written and verbal, as well as the ability to work independently and as part of a team. You should also be highly organized, detail-oriented, and able to prioritize tasks effectively.

In addition to your technical skills, you will need to possess strong problem-solving skills, critical thinking, and creativity. You should be able to anticipate client and advisor needs and provide solutions that meet their requirements.

Requirements and Qualifications
  • 1-2 years of experience in financial services, preferably in a customer-facing role.
  • Ability to develop strong relationships with clients and advisors.
  • Excellent oral and written communication skills.
  • Ability to work independently and as part of a team.
  • Strong problem-solving skills, critical thinking, and creativity.
  • Ability to stay up-to-date on industry and company rules and regulations.
Benefits
  • A competitive salary range of $45,000-$65,000 per year.
  • A supportive and professional work environment.
  • An opportunity for professional growth and advancement.
About Us

The Strategic Asset Management (SAM) Group is a well-established investment firm located in Pompano Beach, FL. We are dedicated to providing exceptional service to our clients and advisors, and we are committed to helping them achieve their financial goals.



  • Pompano Beach, Florida, United States Jessica Alvarez - State Farm Agent Full time

    At Jessica Alvarez - State Farm Agent, we are seeking a talented professional to join our team as an Insurance and Financial Services Position. As a dynamic and fast-paced environment, this role offers excellent income and growth potential for motivated individuals.Job OverviewThe successful candidate will be responsible for providing exceptional customer...


  • Pompano Beach, Florida, United States Edward Jones Full time

    About the RoleWe are seeking a skilled and dedicated Professional Financial Associate to join our team at Edward Jones. This role is ideal for individuals who are passionate about providing exceptional client service and have a strong desire to grow their career in the financial industry.Job Summary:Gather information and collect suitability to deeply...


  • Pompano Beach, Florida, United States Edward Jones Full time

    Edward Jones OpportunityAs a Financial Services Consultant at Edward Jones, you will have the opportunity to make a positive impact in the lives of our clients and contribute to the growth of our organization.Company OverviewAt Edward Jones, we are a Fortune 500 company that values people over profits. With over 8 million clients and 19,000 financial...


  • West Palm Beach, Florida, United States Ithink Financial Full time

    Job Description: We are seeking a highly skilled and customer-focused Financial Service Representative to join our team at Ithink Financial. As a key member of our team, you will be responsible for providing exceptional service to our members by processing transactions accurately and efficiently. This role requires strong problem-solving skills, attention to...


  • Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Job Title: Tax Senior Financial ProfessionalSalary: $85,000 - $110,000 per annum.Overview:Creative Financial Staffing is seeking a seasoned Tax Senior to join their team of financial experts. This role offers an excellent opportunity for professional growth and development in a mid-sized, industry-leading firm focused on employee engagement and support.Key...


  • Pompano Beach, Florida, United States Edward Jones Full time

    Company OverviewWe are a Fortune 500 company that prioritizes our clients' needs and provides innovative financial solutions.Our mission is to improve the lives of our clients and colleagues by partnering for positive impact and bettering our communities.


  • Pompano Beach, Florida, United States HONESTLOVE GLOBAL PROFESSIONAL STAFFING Full time

    OverviewHONESTLOVE GLOBAL PROFESSIONAL STAFFING, a trusted leader in travel nursing and allied health staffing, seeks an experienced CT Technologist to join our team for a travel assignment in Margate, Florida.About the AssignmentThis 13-week contract offers a challenging opportunity to work with a skilled healthcare team while experiencing the beauty of...


  • Neptune Beach, Florida, United States Specialty Professional Services Full time

    Company OverviewSpecialty Professional Services is a renowned healthcare provider seeking a skilled Medical Professional to join our team in Neptune, NJ. As a leading provider of medical services, we offer a dynamic and challenging work environment that fosters growth and development.SalaryThe estimated salary for this position is $2356.20 per day, with...


  • Pompano Beach, Florida, United States OneWater Inc Full time

    Job SummaryThe Marine Technician will be responsible for performing accurate and timely repairs of boats, motors, and trailers. The ideal candidate will have the ability to diagnose, repair, and test units, as well as complete repair orders with precision and efficiency.Key ResponsibilitiesComplete designated work in a timely and professional manner.Diagnose...


  • Pompano Beach, Florida, United States De Novo Review Inc Full time

    About De Novo Review IncWe are a financial consulting company dedicated to helping clients achieve high levels of fulfillment and financial success. With over 30 years of experience, we offer a truly multidisciplinary approach to serving our clients' needs.Our ideal candidate is a self-motivated professional with excellent attention to detail and the ability...


  • Pompano Beach, Florida, United States Maxim Healthcare Services Full time

    Maxim Healthcare Services is a renowned organization that has been making a difference in the lives of patients, caregivers, employees, and communities for over 30 years. As a trusted partner in healthcare, we offer a wide range of services, including private duty nursing, skilled nursing, physical rehabilitation, companion care, respite care, and behavioral...


  • Pompano Beach, Florida, United States Morgan Auto Group Full time

    Job Overview">Morgan Auto Group is a leading automotive dealership group seeking an experienced Senior Financial Coordinator to join our team in Coconut Creek, Florida.">About the Role">We are looking for a skilled professional with exceptional financial management skills to coordinate and maintain accurate financial records, prepare reports, and analyze...


  • Pompano Beach, Florida, United States DynaFire Inc Full time

    We are seeking a highly skilled Fire Sprinkler Service Professional to join our team at DynaFire Inc. The ideal candidate will be responsible for ensuring the efficient and effective installation, maintenance, and servicing of fire sprinkler systems.Key Responsibilities:Install and service fire sprinkler systems to meet the highest quality standards.Perform...


  • Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Audit Manager Role Overview:Our client, a reputable Top 100 firm in the Chicagoland area, is seeking an experienced Senior Financial Risk Auditor to join their team.This dynamic role offers an excellent opportunity for career growth and professional development, with a focus on delivering high-quality audit services to diverse clients across various...


  • Pompano Beach, Florida, United States Art Plumbing, Air Conditioning & Electric Full time

    About Art Plumbing, Air Conditioning & ElectricWe're on a mission to create remarkable experiences that leave our customers giving us their enthusiastic 5-star ratings.At Art Plumbing, Air Conditioning & Electric, we're more than just fixing plumbing, cooling, and electric issues. We strive for excellence in every service call, ensuring our customers receive...

  • Financial Expert

    3 days ago


    Deerfield Beach, Florida, United States Creative Financial Staffing Full time

    Tax Manager RoleOur client, a reputable 'Top 100' firm in the industry, seeks an experienced Financial Expert to join their team. As a leading provider of professional services, they prioritize employee engagement, offering opportunities for growth and development, as well as a supportive work environment with flexible scheduling.About the Role:As a...


  • Pompano Beach, Florida, United States Natganic Housecleaning Services LLC Full time

    Company OverviewNatganic Housecleaning Services LLC is a reputable cleaning services provider dedicated to delivering exceptional housekeeping solutions for private residences.Estimated Salary Range$45,000 - $60,000 per year based on location and experience.Job DescriptionWe are seeking a highly skilled and detail-oriented Residential Cleaning Specialist to...


  • Delray Beach, Florida, United States Creative Financial Staffing Full time

    Role OverviewCreative Financial Staffing is seeking a highly skilled Financial Collections Representative to join our team. As a key member of our collection team, you will be responsible for making daily outbound and inbound collection calls to customers, maintaining accurate records, and providing exceptional customer service and problem resolution.

  • ABA Therapist

    6 days ago


    Pompano Beach, Florida, United States Behavioral Intervention for Autism Full time

    **About the Role:**We are seeking a skilled Applied Behavior Analyst (ABA) to join our team at Behavioral Intervention for Autism, an ABA Therapy provider delivering home-based services throughout Florida.As an ABA Therapist, you will play a vital role in providing per diem ABA services to clients. Your primary responsibilities will include designing...


  • Neptune Beach, Florida, United States Specialty Professional Services Full time

    Our esteemed client, Specialty Professional Services, is seeking a dedicated and experienced Critical Care Unit (CCU) nurse to join their team. This exciting opportunity is available in Neptune, NJ.The ideal candidate will possess a current RN license in the state of New Jersey or a compact license from another state. A minimum of one year's recent...