Senior Client Service Associate – Wealth Management

TalentLink Solutions; Birmingham (AL); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health, Dental and Vision insurance

401k with matching contribution

$100 monthly stipend towards cell phone

Job summary

TalentLink Solutions is seeking a Client Service Associate in Birmingham, Alabama, to manage client relationships and support financial planning efforts. The role involves engaging directly with clients, preparing financial plans, and collaborating with team members to ensure an exceptional client experience.

Ideal candidates will have 5+ years of experience, a degree in finance, and a CFP® certification. The firm offers a competitive compensation package and encourages professional development.

Qualifications

• 5+ years’ experience managing client relationships in financial planning or investment management.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Must be organized, detail-oriented, and able to manage tasks effectively.

Responsibilities

• Engage directly with clients to understand their financial objectives.
• Prepare financial plans and analyses aligned with client goals.
• Collaborate with the support team to deliver exceptional client service.

Skills

Client relationship management

Communication skills

Attention to detail

Financial planning knowledge

Education

Bachelor's degree in finance or related field

CFP® certification

Tools

Excel

Salesforce

Financial planning systems

Job description

TalentLink Solutions is seeking a Client Service Associate in Birmingham, Alabama, to manage client relationships and support financial planning efforts. The role involves engaging directly with clients, preparing financial plans, and collaborating with team members to ensure an exceptional client experience.

Ideal candidates will have 5+ years of experience, a degree in finance, and a CFP® certification. The firm offers a competitive compensation package and encourages professional development.