TalentWealth Recruiting partners with independent wealth management firms nationwide to attract and place top-tier professionals. Our client who is an established, highly respected independent fee-only wealth management firm in Birmingham is seeking an experienced, sharp, and highly motivated Client Service Associate. This individual will provide proactive, in-office support to financial advisors and play a critical role in delivering efficient, high-quality client service within a boutique office environment.
JOB SUMMARY:
Under general supervision, this role uses skills gained through training and experience to provide proactive support to advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks, and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision-making responsibility. Extensive contact with internal and external clients to resolve most questions and problems, and refer new or unusual issues to a higher level.
ESSENTIAL DUTIES & RESPONSIBILITIES:
This position aids in the operations of the firm by providing concierge support in our solution implementation process. Specific responsibilities include, but are not limited to:
QUALIFICATIONS:
The ideal person for this role will be one with excellent time management capabilities and exceptional communication skills. Because this is a client-facing role that prepares paperwork with our New Business & Client Services Department, meticulous attention to detail is a must.
Job Type: Full-time
Pay: $55,000.00 - $70,000.00 per year + bonus
Benefits:
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