Wealth Management Client Services Associate

Fit Recruiting; Mobile (AL); On-site; USD 45,000 - 55,000; Full time

Job summary

Fit Recruiting is seeking a highly motivated professional for an administrative role in Mobile, Alabama. You will assist advisors with their needs through calls about transactions and account management while providing exceptional client service.

The ideal candidate has 2+ years of financial services experience and strong communication skills. Proficiency in Microsoft Excel, Outlook, Word, and PowerPoint is required. This role offers a competitive salary in the $45K - $55K range plus benefits.

Qualifications

• 2+ years of financial services experience or 3+ years of customer service experience.
• Fundamental understanding of Investment Industry, Securities, and Insurance.
• Professional self-starter with excellent attention to detail.

Responsibilities

• Assist advisors with inbound and outbound calls regarding accounts.
• Provide outstanding client service and demonstrate empathy.
• Document conversations in CRM for personalized service.
• Anticipate client issues and proactively prevent them.

Skills

Excellent communication skills

Problem-solving skills

Relationship-building skills

Attention to detail

Self-directed

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Microsoft PowerPoint

Job description

Fit Recruiting is seeking a highly motivated professional for an administrative role in Mobile, Alabama. You will assist advisors with their needs through calls about transactions and account management while providing exceptional client service.

The ideal candidate has 2+ years of financial services experience and strong communication skills. Proficiency in Microsoft Excel, Outlook, Word, and PowerPoint is required. This role offers a competitive salary in the $45K - $55K range plus benefits.