Client Service Specialist - Birmingham, AL

About the role

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Responsibilities

• Answer phones and greet clients in a friendly, positive, and warm manner
• Complete each service request and resolve client issues
• Prepare new client paperwork
• Aid clients with completing required paperwork
• Handle account management including opening accounts and transferring money to the firm’s platform
• Input notes into CRM and keep updated
• Cook up and follow up on each client transfer
• Review application prior to submission
• Follow application process from start to finish
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Aid with client update reports and mailings

Requirements

• Associate’s degree or equivalent work experience required
• 1-2 years working alongside a Financial Advisor in a fast-paced office environment required
• Alabama Life and Health / Series 65 preferred; willing to obtain within 90 days
• Experience with MS Office Suite and the ability to learn new software quickly
• Previous CRM experience required (Lead Center platform knowledge a plus)

What We’re Looking For

• A good-natured, compassionate, positive attitude while always maintaining professionalism
• Ability to prioritize projects and manage time effectively
• Take personal ownership and ask, “what else can I do?”
• Be part of the solution: See it, Own it, Solve it, and Do it

Pay & Perks

Salary $50,000 - $65,000 plus bonus potential
PTO
Health Insurance
401K after 1 year of employment
Training and development opportunities

Schedule

In office: Monday – Friday, 8:30am-5:00pm
Occasional evenings for client events