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Strategic Asset Management Group

Client Service Associate

Strategic Asset Management Group, Pompano Beach, Florida, United States


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