Investment Client Services Specialist

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

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.