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Pompano Beach

    Client Service Associate - Pompano Beach, United States - Strategic Asset Management (SAM) Group

    Strategic Asset Management (SAM) Group
    Strategic Asset Management (SAM) Group Pompano Beach, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Client Service Associate – Strategic Asset Management (SAM) Group

    SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.

    This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.

    Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.

    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

    Desired Experience and Skills:

    • 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

    Technology Used:

    • Redtail CRM, Advyzon, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
    • Various investment and insurance company websites

    We offer:

    • A supportive and professional work environment
    • Competitive compensation
    • An opportunity for professional growth and advancement
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