Job Description:

Client Service Associate - Strategic Asset Management (SAM) GroupSAM 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 emailAssist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documentsDocument client interactions via Redtail CRM, follow up on client meetingsMaintain databases of client informationPrepare and submit client paperwork and financial transactions accuratelyRespond to and correct paperwork not in good orderInform financial advisor of client issues of significant concernStay apprised on industry and company rules and regulationsAttend branch operations meetings and sales assistant conferencesOther projects and tasks as assignedDesired Experience and Skills:Financial services experience preferred, but not requiredAbility to develop strong client relationshipsExcellent oral and written communication skillsAbility to work independentlyProblem solver, critical thinker and creative skillsAbility to anticipate client and advisor needsCapable of working under deadlinesAbility to do research to answer questionsTechnology Used:Redtail CRM, Advyzon, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)Various investment and insurance company websitesWe offer: A supportive and professional work environmentCompetitive compensationAn opportunity for professional growth and advancement