What are the responsibilities and job description for the Client Service Associate position at 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
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