Job Description
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 pr...
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 pr...