Client Service Associate

JOB DESCRIPTION

A well-established investment firm located in Pompano Beach, FL is seeking a qualified professional to join the team in the important role of a full-time Client Service Associate.
This position requires excellent customer service and problem-solving skills, enabling the candidate to confidently provide information to advisors and clients in a reliable, efficient, and highly professional manner.
The ideal candidate will be highly organized, detail-oriented, and a self-starter, with strong integrity and dependability.

Responsibilities:

Frequent client communication via phone and email
Assist clients with service needs, including general account questions, account updates, purchases and withdrawals, and distribution of reports and documents
Document client interactions in Redtail CRM and follow up on client meetings
Maintain accurate databases of client information
Prepare and submit client paperwork and financial transactions with precision
Identify and resolve paperwork that is not in good order
Escalate significant client concerns to the financial advisor
Stay up to date on industry and company rules and regulations
Attend branch operations meetings and sales assistant conferences
Support additional projects and tasks as assigned

REQUIRED SKILLS AND EXPERIENCE

Desired Experience and Skills:
• College Degree
• 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