Client Services Associate

SageSpring Wealth Partners; Birmingham (AL); On-site; USD 42,000 - 52,000; Full time

Job summary

SageSpring Wealth Partners is seeking a Client Services professional to support Financial Advisors with administrative tasks and client service excellence. You will interact daily with clients, schedule meetings, and manage records and reports in the CRM system.

The role requires strong communication, multitasking, and the ability to work independently while coordinating with the team and advisors. The organization emphasizes integrity and professional standards in a collaborative office setting.

Qualifications

• Associates degree or 2 years administrative experience in lieu of degree.
• Proficient in Microsoft Office Suite and video conferencing systems.
• Ability to handle multiple projects simultaneously while completing daily tasks.
• Excellent oral and written communication skills with strong interpersonal abilities.
• Attention to detail, critical thinking and problem-solving skills.

Responsibilities

• Interact daily on the phone and in person with prospective and existing clients.
• Schedule and coordinate meetings and appointments for advisors.
• Create and maintain records and files.
• Maintain databases and create reports using the CRM platform.
• Transcribe and prepare correspondence.
• Request compliance approval for bulk client communications.
• Receive cross-training and assist with other operational functions as required.
• Handle or delegate executive Advisor emails.
• Coordinate travel arrangements for executive advisor.
• Schedule and confirm client meetings with Advisors, clients, and partners.
• Schedule executive level leadership meetings.
• Generate reports for Advisor and Team.
• Regular and timely attendance is required.
• Generate birthday card reports and prepare cards for signing and mailing.
• Perform other duties as assigned.

Skills

Multitasking

Communication

Interpersonal skills

Problem solving

Integrity

Education

Associates degree or 2 years admin experience

Tools

Microsoft Office Suite

Video conferencing systems

Job description

Job Summary: The Client Services position assists the Financial Advisor with various administrative tasks and provides clients with quality service. This position interacts daily on the phone and in person with prospective and existing clients, including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while maintaining databases and creating reports using the Client Relationship Management platform. This position will have routine contact with internal and external customers required to obtain, clarify or provide facts and information while sustaining a professional image. This role provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.

Job Duties & Responsibilities:

• Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries
• Schedule and coordinate meetings and appointments for advisors
• Create and maintain records and files
• Maintain databases and create reports using the Client Relationship Management platform
• Transcribe and prepare correspondence
• Request compliance approval for bulk client communications
• Receive cross-training and assist with other operational functions as required
• Handle or delegate executive Advisor emails
• Coordinate travel arrangements for executive advisor
• Schedule and confirm client meetings with Advisors, clients, and other outside partners
• Schedule executive level leadership meetings
• Generate reports for Advisor and Team
• Regular and timely attendance is required
• Generate birthday card reports and prepare cards for signing and mailing
• Perform other duties as assigned

Required Qualifications:

• Associates degree or 2 years of administrative experience in lieu of degree
• Proficient in Microsoft Office Suite and video conferencing systems
• Ability to work on multiple projects simultaneously while accomplishing daily tasks
• Effective oral and written communication skills and excellent interpersonal skills
• Attention to detail, critical thinker and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through
• Demonstrates flexible and efficient time management and ability to prioritize workload
• Ability and willingness to move with purpose and a strong sense of urgency
• Self‑motivated, positive, and enthusiastic
• Self‑starter with a strong desire to exceed expectations and capable of supporting a team
• Maintains confidentiality discretion
• Ability to effectively work in collaboration with others to achieve business objectives.
• Willing to grow and be challenged
• Attend training as requested

Physical Demands:

• Ability to work in a traditional professional office setting
• Prolonged periods of sitting at a desk and working on a computer
• Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
• Work schedule may vary and is determined by project schedules
• Ability to efficiently operate all job‑related office equipment
• Ability to communicate via telephone, computer and work in virtual teams
• Must be able to lift up to 15 pounds at a time
• Ability to travel using personal vehicle to other office locations as needed

EEO Statement:

The specific statements shown in each section of this description are not intended to be all‑inclusive. They represent typical elements and criteria necessary to successfully perform this position.

Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.

SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.