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
• 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

Last updated : 2024-04-23