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

57,000k - 65,000k

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

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