Client Service Associate
$65,000–$85,000 year
On-site · Birmingham, Alabama, United States
Job Summary
Support advisory team with polished documentation and presentation materials for meetings; review and organize meeting notes, document topics, client updates, and action items; enter and schedule tasks in the CRM and follow up per firm procedures; coordinate development and ongoing maintenance of financial plans including data entry, research, recommendations, and ongoing monitoring; execute trades, wires, and journals accurately and within deadlines; provide operations and service support including opening new accounts and processing applications; prepare client reports, financial forecasts, cash flow and goal-based projections; research complex client situations, set expectations, and outline steps to resolve inquiries; monitor client data across platforms for accuracy; assist with value-add content for clients; maintain client relationships through timely communication and issue resolution; participate in firm-wide process-improvement projects; opportunities to develop client advisory skills under guidance of experienced team; ideal candidate is tech-savvy, detail-oriented, proactive, and capable of independent work in a fast-paced environment.
Required Qualifications
- Bachelor’s degree required in finance, financial planning, or related field
- 2+ years of progressive experience in wealth management
- Series 65 license or ability to obtain within 90 days of employment
- Familiar with Orion, MoneyGuidePro, Redtail, NetX360, Holistiplan, Wealth.com and/or other industry platforms
- Strong technology skills with Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Excellent verbal, written, presentation, listening, and interpersonal communication skills
- High level of professionalism and confidentiality
- Highly organized and adaptable with strong attention to detail
- Ability to prioritize workloads and meet deadlines
- Collaborative team player with customer-satisfaction focus
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.