Client Service Associate

Insight Global; Pompano Beach (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Insight Global, an established investment firm in Pompano Beach, FL, is looking for a full-time Client Service Associate. This role focuses on providing high-quality customer service and solving client problems efficiently.

The ideal candidate should be organized, detail-oriented, and possess strong communication and problem-solving abilities. Responsibilities include maintaining client databases, preparing paperwork, and escalating client concerns to advisors.

Qualifications

• Financial services experience preferred, but not required.
• Ability to develop strong client relationships.
• Capable of working under deadlines.

Responsibilities

• Frequent client communication via phone and email.
• Assist clients with service needs including account questions.
• Document client interactions in Redtail CRM.

Skills

Customer service skills

Problem-solving skills

Ability to work independently

Strong oral and written communication

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

• 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