Client services manager Jobs in Birmingham, AL
Last updated: 2 days ago
Job Title : Client Services Advisor.Location : Birmingham, AL 35244.Duration : 6 Month Contract to Perm.Financial Industry experience required.
Financial Advisor in a fast-paced office environment pref...Show moreLast updated: 3 days ago
Exciting Opportunity : Travel Coordinators Wanted! 🌟✈️ Don't Miss This Opportunity to Shape Dream Vacations! Are you ready to turn your passion for travel into a profitable care...Show moreLast updated: 3 days ago
BMSS, LLC is looking for a client-focused accountant who values cultivating relationships to join our team.BMSS was established in Birmingham in 1991 and has grown to become a top 100 advisory and ...Show moreLast updated: 2 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
ENVIRONMENTAL SERVICES MANAGERClick Here to Apply OnlineJob Description TouchPoint Salary : Other Forms of Compensation : Schedule : Full time.
primarily Monday through Friday, 7am - 4 : 30pm, with rota...Show moreLast updated: 22 days ago
At Regions, the Commercial Credit Services Client Retention Group Underwriter underwrites and decisions branch small business and Commercial Banking loans.
Works collaboratively with multiple stakeh...Show moreLast updated: 30+ days ago
Client Advocate- Temporary Services-(T216271).Client Advocate - This is a temporary position under general supervision.This position will facilitate behavioral health screenings and risk / needs scre...Show moreLast updated: 30+ days ago
Headquartered in Birmingham, AL, Dash Solutions is a fast-growing fintech company that provides digital payments and engagement program management to thousands of customers throughout the US.Dash S...Show moreLast updated: 28 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
PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future.Depending on your eligibility, options for full-time employees include medical / prescription drug...Show moreLast updated: 30+ days ago
Client Services Manager (Birmingham).Salary Grade / Level / Family / Range : .Associate Director of Refugee Services.The Refugee Client Services Manager will ensure the provision of services to refugees, a...Show moreLast updated: 30+ days ago
We are seeking ambitious and driven.Client Account Manager / Sales Executives.This role offers an exciting opportunity to manage client relationships, drive sales growth, and enhance the delivery o...Show moreLast updated: 28 days ago
Join us on our mission to elevate customer experiences for people around the world.As a member of the Everise family, you will be part of a global experience company that believes in being people-f...Show moreLast updated: 8 days ago
Under the supervision of the Atlanta Program Manager, the Client Services Manager will plan, direct and coordinate activities of assigned programs that include R&P, Social Adjustment, Information a...Show moreLast updated: 30+ days ago
Vice President of Client Support Services.Harris School Solutions - Remote.The Vice President of Client Support Services will have overall responsibility for the delivery and support of Harris Scho...Show moreLast updated: 30+ days ago
Environmental Services Manager -2nd shift.Children's Hospital of Alabama.A successful candidate will be responsible for leading the 2nd shift environmental services team of 30 employees and is resp...Show moreLast updated: 14 days ago
A career that makes a difference!.RKD Group, a direct response marketing and advertising agency, is seeking a Client Data Manager to achieve breakthrough results that make a positive impact in this...Show moreLast updated: 30+ days ago
A company is looking for a Client Services Manager responsible for managing advertising programs and ensuring a high-quality service experience for clients.
Key ResponsibilitiesProvide consultative ...Show moreLast updated: 20 days ago
Our client is seeking a P&C licensed, dedicated, and proactivePrivate Client Services Account Managerto join their team.Comprehensive benefits package.
Professional development opportunities and tra...Show moreLast updated: 30+ days ago
- Promoted
Client Services Advisor
Insight GlobalBirmingham, AL, United States$30.00–$40.00 hourly
Temporary
Client Services
JTBJ Enterprise LLCAL, USFull-time
Quick Apply
- Promoted
Accountant, Client Accounting Services
BMSS, LLCAdamsville, AL, USFull-time
Remote - Client Services Associate
AO Garcia AgencyBirmingham, Alabama, United States, 35203Remote
Full-time
- Promoted
ENVIRONMENTAL SERVICES MANAGER
Compass Group USABirmingham, AL, United StatesFull-time
Commercial Credit Services Client Retention Group Underwriter
Regions BankHoover, AL, Riverchase North Building$49,229.20–$62,280.00 yearly
Full-time
Client Advocate- Temporary Services
UABBirmingham, Alabama, USTemporary
- Promoted
Client Success Manager (Rewards)
Dash SolutionsBirmingham, AL, USFull-time
Work From Home - Client Services Associate
Global Elite TexasHoover, Alabama, United States, 35216Remote
Full-time
Business Analysis Advisor - Client Services - Midland
PNC Bank NABrock , BirminghamFull-time
Client Services Manager (Birmingham)
Thielsch EngineeringBirmingham, AL,$50,000.00–$60,000.00 yearly
Full-time
Client Account Manager / Sales Executive – Financial Services
KINGSGATE RECRUITMENTLondon, Manchester, BirminghamPermanent
Vice President - Client Services (P&C)
EveriseAlabama$160,000.00–$200,000.00 yearly
Remote
Full-time
Refugee Client Services Manager (Birmingham)
InspiritusBirmingham, ALFull-time
Vice President, Client Support Services
Capital Computer Associates, Inc.Alabama, United StatesRemote
Full-time
- Promoted
Environmental Services Manager
AramarkBirmingham, AL, United StatesFull-time
Client Data Manager
RKD GroupOff Site, United StatesFull-time
- Promoted
Client Services Manager
VirtualVocationsBirmingham, Alabama, United StatesFull-time
Private Client Services Account Manager - Hybrid
The Jonus GroupBirmingham, AL, United States$65,000.00–$80,000.00 yearly
Client Services Advisor
Insight GlobalBirmingham, AL, United States3 days ago
Salary
$30.00–$40.00 hourly
Job type
- Temporary
Job descriptionPreparation of all applicable paperwork and financial roadmaps prior to client meetings. Utilize websites and software to obtain client and product information Respond to client service calls, emails and texts in a friendly manner Track account openings and money movement and resolve any issues promptly and thoroughly. Input detailed notes into CRM and keep updated Coordinate and follow up on client transfers, contributions, distributions Prepare servicing documents, communicate with clients to obtain signatures and / or supporting documents, review prior to submission, and follow the process through to ensure completion Prepare client file for upcoming appointments, and process meeting follow up items Maintain professional communication with clients and staff Assist with client update reports and mailings Assist in setting client appointments for Advisor Cross train to assist with Existing Client workflows
Job Title : Client Services Advisor
Location : Birmingham, AL 35244
Hour : 8 : 30AM-5PM
Duration : 6 Month Contract to Perm
Required Skills & Experience
- Associates Degree preferred
- Financial Industry experience required
- 2 + years working alongside a Financial Advisor in a fast-paced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
Nice to Have Skills & Experience
held previous job as a Client Service Advisor or Client Service related position at a financial advising firm or institution.
Job Description
The purpose of this position is to help new and existing clients by answering their questions and guiding them through every step of the process from the day they sign paperwork to the day that their completed plan has been implemented. This includes prepping and submitting account opening paperwork, doing 401(k) calls and submitting transfer paperwork to begin the process of transferring funds to our platform, tracking the onboarding process and providing updates to the advisors as necessary, and assisting with plan implementation.
This Client Relations Specialist will be expected to have consistent follow-through with all efforts, demonstrate exceptional organizational skills, build relationships with prospects and clients, and help prepare the Advisors for Client appointments. Other daily, weekly, and / or monthly tasks may include :
Compensation : $30-40 / hour. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and / or other paid time off as provided by applicable law.