Kelley & Mullis Wealth Management
Client Services Associate
Kelley & Mullis Wealth Management, Vestavia Hills, Alabama, United States
Chief Operating Officer at Kelley & Mullis Wealth Management
Company Description
Kelley & Mullis Wealth Management is an independent wealth management firm founded over 35 years ago, focusing on personalized service to create unique financial portfolios for each individual client. The firm accepts new clients regularly and strives to provide the highest quality financial services to those in need. Securities are offered through Kestra Investment Services, LLC, and investment advisory services are offered through Kestra Advisory Services, LLC.
At Kelley & Mullis, we’re a mission-driven wealth management firm rooted in
TRUST — Transparent ,
Reliable ,
Understanding ,
Strategic , and
Together . These core values guide everything we do, from the way we serve clients to how we show up as a team. We’re committed to clarity, accountability, thoughtful strategy, and building a culture of unity and trust—both internally and externally.
Role Description The Client Services Associate provides administrative and operational support to advisors while delivering a high level of service to clients. This role ensures daily office operations run smoothly, client requests are handled accurately and timely, and records are properly maintained in accordance with firm and broker/dealer standards.
Key Responsibilities Client Service & Communication
Serve as a primary point of contact for incoming calls and client inquiries, routing as appropriate
Respond to client service requests and assist with problem resolution
Correspond with clients regarding new accounts, asset transfers, distributions, and required documentation
Schedule advisor appointments and manage calendars and reminders
Prepare reports and materials at advisors’ request
Assist with event planning and client communications
Operations & Processing
Process check deposits and money movement requests per advisor or client direction
Communicate with the broker/dealer and product providers as needed
Maintain required broker records, logs, and blotters
Data, Records & Compliance
Enter and maintain accurate client data in the CRM (Redtail)
Document daily activities and service actions
Scan, file, organize, and maintain all client paperwork and records
Office Administration & Technology
Manage mail processing, office supplies, labels, and shipping
Maintain office equipment and technology
Utilize internet-based tools and systems to process and follow up on business
Coordinate with the PR firm for social media and client newsletters
General Support
Perform client service and administrative tasks as needed
Complete miscellaneous duties as assigned
Qualifications
Familiarity with marketing automation platforms and performance marketing techniques is highly desirable.
Eager learner with a positive, proactive attitude
Comfortable working independently and managing multiple tasks
Proficiency in various software packages – Microsoft Office, Outlook, and ChatGPT
Creative thinker who can contribute ideas and take initiative
Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced environment.
Strong verbal and written communication skills are required to interact with team members and stakeholders efficiently.
Skilled in operating various office equipment including personal computer, fax and copier
Bachelor’s degree or equivalent experience preferred, but not required
Must be located in commutable distance to Birmingham, Alabama, United States
Compensation & Schedule
Salary:
Starting at $45k+ depending on experience
Schedule:
Full-time, in-office
Growth potential into a full-time marketing or operations-focused role over time
Seniority level
Entry level
Employment type
Full-time
Get notified about new Client Services Associate jobs in
Vestavia Hills, AL .
#J-18808-Ljbffr
At Kelley & Mullis, we’re a mission-driven wealth management firm rooted in
TRUST — Transparent ,
Reliable ,
Understanding ,
Strategic , and
Together . These core values guide everything we do, from the way we serve clients to how we show up as a team. We’re committed to clarity, accountability, thoughtful strategy, and building a culture of unity and trust—both internally and externally.
Role Description The Client Services Associate provides administrative and operational support to advisors while delivering a high level of service to clients. This role ensures daily office operations run smoothly, client requests are handled accurately and timely, and records are properly maintained in accordance with firm and broker/dealer standards.
Key Responsibilities Client Service & Communication
Serve as a primary point of contact for incoming calls and client inquiries, routing as appropriate
Respond to client service requests and assist with problem resolution
Correspond with clients regarding new accounts, asset transfers, distributions, and required documentation
Schedule advisor appointments and manage calendars and reminders
Prepare reports and materials at advisors’ request
Assist with event planning and client communications
Operations & Processing
Process check deposits and money movement requests per advisor or client direction
Communicate with the broker/dealer and product providers as needed
Maintain required broker records, logs, and blotters
Data, Records & Compliance
Enter and maintain accurate client data in the CRM (Redtail)
Document daily activities and service actions
Scan, file, organize, and maintain all client paperwork and records
Office Administration & Technology
Manage mail processing, office supplies, labels, and shipping
Maintain office equipment and technology
Utilize internet-based tools and systems to process and follow up on business
Coordinate with the PR firm for social media and client newsletters
General Support
Perform client service and administrative tasks as needed
Complete miscellaneous duties as assigned
Qualifications
Familiarity with marketing automation platforms and performance marketing techniques is highly desirable.
Eager learner with a positive, proactive attitude
Comfortable working independently and managing multiple tasks
Proficiency in various software packages – Microsoft Office, Outlook, and ChatGPT
Creative thinker who can contribute ideas and take initiative
Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced environment.
Strong verbal and written communication skills are required to interact with team members and stakeholders efficiently.
Skilled in operating various office equipment including personal computer, fax and copier
Bachelor’s degree or equivalent experience preferred, but not required
Must be located in commutable distance to Birmingham, Alabama, United States
Compensation & Schedule
Salary:
Starting at $45k+ depending on experience
Schedule:
Full-time, in-office
Growth potential into a full-time marketing or operations-focused role over time
Seniority level
Entry level
Employment type
Full-time
Get notified about new Client Services Associate jobs in
Vestavia Hills, AL .
#J-18808-Ljbffr