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Recruiting manager Jobs in Birmingham, AL
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Goodwin RecruitingBirmingham, AlabamaClient Service Associate
RIA RecruitingBirmingham, AL, United States- Full-time
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.