Investment Portfolio Coordinator

3 days ago


Pompano Beach, Florida, United States SAM Group Full time

We are seeking a skilled Client Service Associate to join our team at SAM Group, a reputable investment firm in Pompano Beach, FL. This full-time position offers an exciting opportunity to utilize your exceptional customer service and problem-solving skills.

The successful candidate will provide top-notch support to our advisors and clients, ensuring seamless interactions and efficient resolutions to complex issues. As a key member of our team, you will be responsible for:

  • Communicating effectively with clients via phone and email
  • Assisting clients with account-related inquiries, changes, purchases, and withdrawals
  • Maintaining accurate client records and databases
  • Preparing and submitting client paperwork and financial transactions
  • Responding promptly to client concerns and addressing any discrepancies

To excel in this role, you should possess strong communication, organizational, and problem-solving skills. Experience in the financial services industry is preferred but not required. If you're a motivated individual who thrives in a fast-paced environment, we encourage you to apply.

The estimated salary for this position is $60,000 - $80,000 per year, depending on experience. We offer a competitive compensation package, a supportive work environment, and opportunities for professional growth and advancement.



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