Client Services Associate — Growth Path in Wealth Management

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

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.