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Client Service Specialist - Birmingham, AL

Advisor Talent Solutions

Alabama

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JOB DETAILS
SKILLS
Administrative Skills, Customer Relationship Management (CRM), Customer Support/Service, Establish Priorities, Financial Planning, Health Insurance, Maintenance Services, Microsoft Office, Resolve Customer Issues, Sales Management, Series 65, Telephone Skills, Time Management, Training/Teaching
LOCATION
Alabama
POSTED
5 days ago
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 you’ll 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 firm’s 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 We’re Looking For:
  • Associate’s degree or equivalent work experience required
  • 1-2 years working alongside a Financial Advisor in a fast-paced office environment required
  • Alabama Life and Health / Series 65 preferred; willing to obtain within 90 days
  • 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:
  • 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 You’ll Get:
 
Pay & Perks:
  • Salary $50,000 - $65,000 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 at info@advisortalentsolutions.com. 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 advisortalentsolutions.com         
 
 

About the Company

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Advisor Talent Solutions