Client Service Specialist - Birmingham, AL

Advisor Talent Solutions•Birmingham, AL

9h•$50,000 - $65,000•Onsite

About The Position

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.

Requirements

Associate’s degree or equivalent work experience required
Financial Industry experience required
Previous CRM experience required (Lead Center platform knowledge a plus)
Experience with MS Office Suite and the ability to learn new software quickly

Nice To Haves

1-2 years working alongside a Financial Advisor in a fast-paced office environment preferred
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

Responsibilities

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