Client service associate Jobs in Birmingham, AL
Last updated: 8 hours ago
Client Service Associate for our financial planning firm in Birmingham, AL.We believe that financial planning is a collaborative process and have found rapport is the single biggest determinant of ...Show moreLast updated: 15 hours ago
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...Show moreLast updated: 1 day ago
At ServisFirst, Our Name is Our Mission.Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related repo...Show moreLast updated: 8 hours ago
The purpose of this position is to help our new and existing client families with all service requests.This includes answering incoming client calls / emails, assisting advisors with client review pr...Show moreLast updated: 10 days ago
Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals.In 2020, we tr...Show moreLast updated: 5 days ago
The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.Th...Show moreLast updated: 4 days ago
A company is looking for a Client Enrollment Associate.Key ResponsibilitiesAssist the Client Manager with mid-large strategic client relationships and requestsCollaborate on RFPs, client renewals, ...Show moreLast updated: 1 day ago
Our client, a boutique wealth planning firm, is seeking an experienced.Operations & Client Experience Specialist.This role is best suited for a candidate with 3-5 years of experience in financial s...Show moreLast updated: 2 days ago
Legacy Community Federal Credit Union is looking for the right candidate to join our team as a.Legacy is committed to assisting our members in the greater Birmingham area at one of our eight branch...Show moreLast updated: 3 days ago
Client Service Associate for our financial planning firm in Birmingham, AL.We believe that financial planning is a collaborative process and have found rapport is the single biggest determinant of ...Show moreLast updated: 19 days ago
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.Through regular inte...Show moreLast updated: 3 days ago
Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create your schedule, and live the life you've...Show moreLast updated: 22 days ago
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.
All team members receive a competitive base salary and compensation pac...Show moreLast updated: 3 days ago
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...Show moreLast updated: 30+ days ago
Founded in 1931, Kassouf is a CPA, advisory and financial planning firm headquartered in Birmingham, Alabama.With locations in Birmingham, Auburn, Orange Beach, and Baton Rouge, Kassouf currently h...Show moreLast updated: 30+ days ago
- Promoted
- New!
Client Service Associate
RIA RecruitingBirmingham, AL, United States$55,000.00–$70,000.00 yearly
Full-time
- Promoted
Client Service Associate - NR
StifelBirmingham, AL, United StatesFull-time
- Promoted
- New!
Client Associate
ServisFirst BankBirmingham, AL, USFull-time
- Promoted
Client Service Advisor
Insight GlobalBirmingham, AL, United StatesFull-time
Remote - Client Services Associate
AO Garcia AgencyBirmingham, Alabama, United States, 35203Remote
Full-time
- Promoted
Produce Associate
Winn-DixieBirmingham, AL, United States Winn-DixieWinn-Dixie Retail Stores - 500 INVERNESS CORNERS [Grocery Clerk / Team Member] As a Produce Associate at Winn-Dixie, you'll : Provide continuous attention to customer needs; Greet, assist ...Show moreLast updated: 29 days ago
- Promoted
Retail Customer Service Associate
FedEx Office and Print ServicesHoover, AL, United StatesFull-time
Customer Service Associate
WalgreensHOOVER, Alabama, US Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.Eng...Show moreLast updated: 30+ days ago
- Promoted
Client Enrollment Associate
VirtualVocationsBirmingham, Alabama, United StatesFull-time
- Promoted
Operations & Client Experience Associate
Claire Myers ConsultingBirmingham, AL, United States$60,000.00–$75,000.00 yearly
Full-time
- Promoted
Member Service Associate (Princeton Baptist)
Legacy Community Federal Credit UnionBirmingham, AL, USFull-time
- Promoted
Client Service Associate
Cope Private WealthBirmingham, AL, United States$55,000.00–$70,000.00 yearly
Full-time
- Promoted
Registered Client Service Associate
Morgan StanleyBirmingham, AL, United StatesFull-time
- Promoted
Flexible and Remote- Client Service Rep
Global EliteHoover, AL, United StatesRemote
Full-time
- Promoted
Customer Service Account Associate
T-Mobile USA, Inc.Birmingham, AL, United States$20.00 hourly
Full-time +1
- Promoted
Client Service Representative
Riverview Animal ClinicBirmingham, AL, United States Are you a friendly, pet-passionate individual with exceptional customer service? Do you thrive in a dynamic environment where wagging tails and purring friends are part of the daily routine? If so,...Show moreLast updated: 22 days ago
- Promoted
Client Service Associate
GrahamBirmingham, ALQuick Apply
Client Accounting Associate
Kassouf & Co.Birmingham, Alabama, United StatesFull-time
Quick Apply
Client Service Associate
RIA RecruitingBirmingham, AL, United States15 hours ago
Salary
$55,000.00–$70,000.00 yearly
Job type
- Full-time
Job descriptionPrepare client meeting agendas, notes, and documents needed for client meetings Assist in the maintenance of the firm's CRM – Redtail Process meeting notes, update contact management database, and assign and execute follow-up tasks Process funds requests, account applications, account transfers and any other client / account related needs through Schwab Handle client issues and requests Answer the phone and greet clients as they come into the office Provide administrative support to the firms Advisors Coordinate client meeting scheduling, including in-person and video meetings Client billing Assist where needed – we are a small team, and we all wear multiple hats 2 years of experience in financial services Windows and Microsoft Office skills and ability to master new software Strong organizational skills Excellent administrative writing and verbal communication skills Ability to work independently as well as within a team and prioritize tasks appropriately Ability to manage your own time High attention to detail Excellent client service and relationship management skills Not required but a big plus : experience with any our systems – Redtail, Orion, Schwab, PreciseFP, eMoney, Holistiplan
Cope Private Wealth (copepw.com) is seeking a Client Service Associate for our financial planning firm in Birmingham, AL. We believe that financial planning is a collaborative process and have found rapport is the single biggest determinant of a successful financial planning relationship. We only take clients that we can work well with – we don't have an asset minimum for new clients, but we do have a personality minimum. Our firm is a continuing supporter of COOSA Riverkeeper, Preschool Partners, and O'Neal Cancer Center non-profit organizations.
The Client Service Associate will report directly to our Founder and Lead Advisor Pat Cope and assist with a variety of client service and administrative tasks. We are seeking a CSA that can help us serve our clients in their individual goals in the best way possible. This is a full time position, with flexible hours.
Salary and Benefits
- Salary will be $55,000 - $70,000 based on experience
- Healthcare through BCBS
- 401(k) with employer matching with 3% safe harbor
- Flexible hours
- Variety – no two days will be the same and you will be involved in many areas of the business
Duties and Responsibilities include :
Position Requirements :
The Process
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form. If you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.