Client Service Specialist - Birmingham, AL

Advisor Talent Solutions; Birmingham (AL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Salary $50,000 - $65,000 plus bonus potential

PTO

Health Insurance

401K after 1 year

Training and development opportunities

Job summary

A financial firm is looking for a Client Service Specialist in Birmingham, AL to provide exceptional service to clients. This role involves managing client accounts, resolving issues, and preparing necessary paperwork. Applicants should have relevant financial industry experience and an associate's degree. The position offers a salary between $50,000 and $65,000, along with bonus potential, PTO, and health insurance. Join a supportive team focused on client relationships and professional growth.

Qualifications

• 1-2 years working alongside a Financial Advisor in a fast-paced office environment preferred.
• Financial Industry experience required.
• Willing to obtain Alabama Life and Health / Series 65 within 90 days.

Responsibilities

• Answer phones and greet clients in a friendly manner.
• Complete service requests and resolve client issues.
• Manage accounts including opening accounts and transferring money.

Skills

Client service skills

MS Office Suite proficiency

Time management

Team collaboration

Education

Associate’s degree or equivalent experience

Tools

CRM (Lead Center platform preferred)

Job description

Overview

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

Position: Client Service Specialist
Firm: Freedom Financial Group
Location: Birmingham, AL

What you’ll do

• Answer phones and greet clients in a friendly, positive, and warm manner
• Complete each service request and resolve client issues
• Prepare new client paperwork
• Assist clients with completing required paperwork
• Responsible for account management including opening accounts and transferring money to the firm’s platform
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Follow application process from start to finish
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client update reports and mailings

What We’re Looking For

• Associate’s degree or equivalent work experience required
• Financial Industry experience required
• 1-2 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
• Previous CRM experience required (Lead Center platform knowledge a plus)

Bonus Points

• Alabama Life and Health / Series 65 preferred; willing to obtain within 90 days
• Good-natured, compassionate, positive attitude while always maintaining professionalism
• Ability to prioritize projects and manage time effectively
• Take personal ownership and ask, “what else can I do?”
• Be part of the solution: See it, Own it, Solve it, and Do it

What You’ll Get

Pay & Perks

• Salary $50,000 - $65,000 plus bonus potential
• PTO
• Health Insurance
• 401K after 1 year of employment
• Training and development opportunities

Schedule

• In office: Monday – Friday, 8:30am-5:00pm
• Occasional evenings for client events

PLEASE NOTE

All inquiries regarding this position should be directed to our recruiting team at [e-mail]. Kindly refrain from contacting the financial firm directly. Our team will respond to your questions promptly.

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com