Client Services Associate - Birmingham, AL
About the role
Join our Birmingham Client Services Team as a Client Services Associate, where you'll play a key role in supporting both clients and advisors by ensuring smooth day-to-day operations and delivering exceptional service. This role is ideal for someone who thrives in a fast-paced, client-focused environment and enjoys being a go-to resource for both internal teams and clients.
Responsibilities
- Provides first line of contact with clients and prospects with a professional approach.
- Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
- Maintains client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
- Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
- Serves as a back up to others within Client Services as needed.
- Maintains team approach by assisting and filling in for others as requested.
Requirements
- Bachelor’s or Associate’s Degree from accredited college or university preferred
- Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
- Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
- Critical thinking, organized, detail-oriented, and able to multitask
- Client first attitude
- Effective written and verbal communication skills
Qualifications
- Bachelor’s or Associate’s Degree from accredited college or university preferred
- Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
- Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
- Critical thinking, organized, detail-oriented, and able to multitask
- Client first attitude
- Effective written and verbal communication skills
Benefits
- Choice of Medical Plans
- Health & Wellness Accounts
- Flexible Dental Coverage
- Vision Insurance
- Company-Paid Life & AD&D Insurance
- Company-Paid Disability Coverage
- 401(k) with Company Match
- Generous Paid Time Off
- Additional Leave and Time Off Benefits
- Dress Code
- Employee Recognition
- Team Incentive Plans
- Employee Assistance Program
- Exclusive Discounts
- Wellness Reimbursements
- Additional Perks
Pay
The expected base salary range for this role in this market is $57,000 - $76,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions.
Schedule
This position will be based out of our Birmingham, Alabama office. The role is a full-time 40 hour/week position with a schedule of Monday – Thursday, 8:00am – 5:00pm; Friday, 8:00am - 3:00pm. After training, there may be an opportunity to join a Friday work-from-home rotation, depending on performance and team needs.