Client Services Associate

Kelley & Mullis Wealth Management; Vestavia Hills (AL); On-site; USD 40,500 - 49,500; Full time

Job summary

A wealth management firm is seeking a motivated Client Services Associate to provide administrative support and deliver exceptional service to clients. This full-time, entry-level position involves handling client requests, scheduling appointments, and maintaining accurate records. Candidates should possess strong communication and organizational skills and familiarity with CRM systems. This role offers a starting salary of $45k+, with growth potential into marketing or operations roles, based in Vestavia Hills, Alabama.

Qualifications

• Familiarity with marketing automation platforms is desirable.
• Eager learner with a positive attitude.
• Comfortable working independently and managing multiple tasks.
• Creative thinker who can contribute ideas.
• Strong verbal and written communication skills are essential.
• Skilled in operating office equipment.

Responsibilities

• Serve as a primary point of contact for client inquiries.
• Respond to client service requests and assist with problem resolution.
• Prepare reports and materials at advisors’ request.
• Maintain accurate client data in the CRM.
• Manage mail processing and office supplies.

Skills

Proficiency in Microsoft Office

Strong verbal and written communication skills

Excellent organizational skills

Ability to prioritize tasks

Eager learner

Education

Bachelor's degree or equivalent experience preferred

Tools

Redtail CRM

ChatGPT

Job description

Chief Operating Officer at Kelley & Mullis Wealth Management

Company Description

Kelley & Mullis Wealth Management is an independent wealth management firm founded over 35 years ago, focusing on personalized service to create unique financial portfolios for each individual client. The firm accepts new clients regularly and strives to provide the highest quality financial services to those in need. Securities are offered through Kestra Investment Services, LLC, and investment advisory services are offered through Kestra Advisory Services, LLC.

At Kelley & Mullis, we’re a mission-driven wealth management firm rooted in TRUST—Transparent, Reliable, Understanding, Strategic, and Together. These core values guide everything we do, from the way we serve clients to how we show up as a team. We’re committed to clarity, accountability, thoughtful strategy, and building a culture of unity and trust—both internally and externally.

Role Description

The Client Services Associate provides administrative and operational support to advisors while delivering a high level of service to clients. This role ensures daily office operations run smoothly, client requests are handled accurately and timely, and records are properly maintained in accordance with firm and broker/dealer standards.

Key Responsibilities

Client Service & Communication

• Serve as a primary point of contact for incoming calls and client inquiries, routing as appropriate
• Respond to client service requests and assist with problem resolution
• Correspond with clients regarding new accounts, asset transfers, distributions, and required documentation
• Schedule advisor appointments and manage calendars and reminders
• Prepare reports and materials at advisors’ request
• Assist with event planning and client communications

Operations & Processing

• Process check deposits and money movement requests per advisor or client direction
• Communicate with the broker/dealer and product providers as needed
• Maintain required broker records, logs, and blotters

Data, Records & Compliance

• Enter and maintain accurate client data in the CRM (Redtail)
• Document daily activities and service actions
• Scan, file, organize, and maintain all client paperwork and records

Office Administration & Technology

• Manage mail processing, office supplies, labels, and shipping
• Maintain office equipment and technology
• Utilize internet-based tools and systems to process and follow up on business
• Coordinate with the PR firm for social media and client newsletters

General Support

• Perform client service and administrative tasks as needed
• Complete miscellaneous duties as assigned

Qualifications

• Familiarity with marketing automation platforms and performance marketing techniques is highly desirable.
• Eager learner with a positive, proactive attitude
• Comfortable working independently and managing multiple tasks
• Proficiency in various software packages – Microsoft Office, Outlook, and ChatGPT
• Creative thinker who can contribute ideas and take initiative
• Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced environment.
• Strong verbal and written communication skills are required to interact with team members and stakeholders efficiently.
• Skilled in operating various office equipment including personal computer, fax and copier
• Bachelor’s degree or equivalent experience preferred, but not required
• Must be located in commutable distance to Birmingham, Alabama, United States

Compensation & Schedule

• Salary: Starting at $45k+ depending on experience
• Schedule: Full-time, in-office
• Growth potential into a full-time marketing or operations-focused role over time

Seniority level

• Entry level

Employment type

• Full-time

Get notified about new Client Services Associate jobs in Vestavia Hills, AL.