Client Success & Accounts Specialist

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

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.