Customer Service Associate Position Available In Palm Beach, Florida

Customer Service Associate MAFÈ Resources Boca Raton, FL Job Details Full-time $60,000 – $70,000 a year 7 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance Qualifications Data reporting Series 7 Bachelor’s degree Financial education advisory services 1 year Developing strategic partnerships with major clients in a financial advisory role Communication skills Entry level Customer relationship management Full Job Description We are seeking a Client Service Associate (CSA) to support our financial advisors in delivering a seamless and exceptional client experience. This role plays a critical part in the daily operations and ensures the timely and accurate servicing of client accounts, documentation, and inquiries. Key Responsibilities Client Service & Relationship Management Manage and respond to account inquiries from clients and escalate complex issues to financial advisors. Provide ongoing service and support for brokerage, annuity, and insurance accounts. Facilitate onboarding for new clients, including preparation of documentation and annuity applications. Conduct regular client reviews and prepare detailed reports for advisor-client meetings. Operational & Administrative Support Calculate and process all Required Minimum Distributions (RMDs) accurately. Monitor brokerage accounts, including surveillance of non-electronic certificates. Generate daily reports, manage correspondence, and handle main office phone line. Maintain compliance by securing and updating required documentation and proactively following up with clients on outstanding items. Systems & Data Management Manage CRM (Redtail) entries, including policy uploads, activity tracking, and opportunity logging. Utilize Laserfiche to digitize and organize client documentation for easy retrieval and compliance. Ensure data integrity and contribute to the overall efficiency of office operations. Qualifications Minimum 1 year of experience in the financial advisory industry is required. Bachelor’s degree or Series 7 license is strongly preferred. Strong communication and interpersonal skills with a client-first attitude. High level of organization, detail orientation, and problem-solving ability. Proficiency with CRM systems (Redtail preferred) and document management tools (Laserfiche) a plus.

Job Type:

Full-time Pay:

$60,000.00 – $70,000.00 per year

Benefits:

Dental insurance Health insurance Paid time off Vision insurance

Shift:

8 hour shift

Work Location:

In person