Client Service Associate - Hybrid Schedule - Sanford Barrows Group : Job Details

Location: Aventura, FL (hybrid schedule, 2 days remote, 3 days in office)

Salary: $70k - $80k base (negotiable depending on experience) plus bonus and benefits

Base pay range: $70,000/yr - $80,000/yr

Additional compensation: Annual Bonus

Overview

Vice President, Accounting and Financial Recruiting Job Title: Client Service Associate

This range is provided by Sanford Barrows Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

• Serve as the primary point of contact for incoming calls, client emails, and mail
• Manage new account openings, money movement, and all client servicing needs
• Deliver above-and-beyond client servicing: walk clients through onboarding step by step; train clients on technology tools
• Be a telephone superstarcomfortable making frequent client, custodian, and vendor calls
• Handle light office management: supplies, meeting setup/breakdown, receiving packages
• Oversee client portfolio review process: use CRM to track, schedule, and follow up on reviews
• Develop and execute a client recognition program: gifts, acknowledgments, and milestones through CRM tracking
• Take ownership over client relationships and processes

• Service & hospitality oriented: Delivers a high-touch client experience, comfortable with demanding/high-net-worth clients, relationship-driven, no ego, thrives in service mindset
• Strong multi-tasker: Prioritizes effectively, follows through, and manages multiple responsibilities
• Detail-focused: Thorough with paperwork, notes, and client follow-up
• Confident communicator: Ready to jump on calls immediately, comfortable with large transactions and complex questions
• Tech-savvy & adaptable: Learns new systems quickly, flexible with change and updates
• Team player: Willing to contribute at all levels, no task too big or too small

• Associate

• Full-time

• Administrative

• Financial Services and Investment Management

Note: This posting may include additional related roles previously advertised. Referrals increase your chances of interviewing.