Senior Client Service Associate – Wealth Management

TalentLink Solutions; Birmingham (AL); Sur place; USD 90 000 - 125 000; Plein temps

Avantages offerts par ce poste

Health, Dental and Vision insurance

401k with matching contribution

$100 monthly stipend towards cell phone

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client relationship management

Communication skills

Attention to detail

Financial planning knowledge

Formation

Bachelor's degree in finance or related field

CFP® certification

Outils

Excel

Salesforce

Financial planning systems

Description du poste

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.