Client Service Specialist Birmingham, AL

Birmingham, MI - USA

Monthly Salary: $ 50000 - 65000

Posted on: 22 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Client Service Specialist

Firm: Freedom Financial Group

Location: Birmingham AL

Overview:

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily If you enjoy developing long-term relationships constantly challenging yourself and providing superior administrative support we would like to talk to you!

Freedom Financial Group a fast-paced financial firm in Birmingham AL is seeking to add a Client Service Specialist to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

What youll do:

Answer phones and greet clients in a friendly positive and warm manner
Complete each service request and resolve client issues
Prepare new client paperwork
Assist clients with completing required paperwork
Responsible for account management including opening accounts and transferring money to the firms platform
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
Follow application process from start to finish
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with client update reports and mailings

What Were Looking For:

Associates degree or equivalent work experience required
Financial Industry experience required
1-2 years working alongside a Financial Advisor in a fast-paced office environment preferred
Experience with MS Office Suite and the ability to learn new software quickly
Previous CRM experience required (Lead Center platform knowledge a plus)

Bonus Points:

Alabama Life and Health / Series 65 preferred; willing to obtain within 90 days
Good-natured compassionate positive attitude while always maintaining professionalism
Ability to prioritize projects and manage time effectively
Take personal ownership and ask what else can I do
Be part of the solution: See it Own it Solve it and Do it

What Youll Get:

Pay & Perks:

Salary $50000 - $65000 plus bonus potential
PTO
Health Insurance
401K after 1 year of employment
Training and development opportunities

Schedule:

In office: Monday Friday 8:30am-5:00pm
Occasional evenings for client events

PLEASE NOTE:All inquiries regarding this position should be directed to our recruiting team Kindly refrain from contacting the financial firm directly. Our team will respond to your questions promptly.

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Position: Client Service SpecialistFirm: Freedom Financial GroupLocation: Birmingham ALOverview: Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily If you enjoy developing long-term relationships constantly challenging yourself and pro...