Job Description
Job Description
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
Company DescriptionStrategic Asset Management Group subscribes to a conservative investment philosophy with a disciplined, well-thought-out approach which may enhance after-tax total returns and potentially reduce volatility in both good and bad financial markets. Through dedication and commitment, our goal is to help relieve you of the burden of managing your investment portfolio alone.
Our investment management professionals understand the complexities of today’s capital markets. We want you to enjoy your family and the fruits of your labor with the assurance that our staff of professionals is watching over your financial independence.
We provide a full range of professional money management and wealth management services to high net worth individuals, municipalities, and corporations.
Company Description
Strategic Asset Management Group subscribes to a conservative investment philosophy with a disciplined, well-thought-out approach which may enhance after-tax total returns and potentially reduce volatility in both good and bad financial markets. Through dedication and commitment, our goal is to help relieve you of the burden of managing your investment portfolio alone.\r\n\r\nOur investment management professionals understand the complexities of today’s capital markets. We want you to enjoy your family and the fruits of your labor with the assurance that our staff of professionals is watching over your financial independence.\r\n\r\nWe provide a full range of professional money management and wealth management services to high net worth individuals, municipalities, and corporations.