What are the responsibilities and job description for the Financial Services Specialist position at Strategic Asset Management (SAM) Group?
Key Responsibilities
- Frequent client contact by phone and email to provide excellent customer service and resolve issues promptly.
- Assist clients with service needs, including general account questions, account changes, purchases, and withdrawals.
- Document client interactions via Redtail CRM and 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 and inform financial advisors of client issues of significant concern.
