Logo
Kelley & Mullis Wealth Management

Client Services Associate — Growth Path in Wealth Management

Kelley & Mullis Wealth Management, Vestavia Hills, Alabama, United States

Save Job

A wealth management firm is seeking a motivated Client Services Associate to provide administrative support and deliver exceptional service to clients. This full-time, entry-level position involves handling client requests, scheduling appointments, and maintaining accurate records. Candidates should possess strong communication and organizational skills and familiarity with CRM systems. This role offers a starting salary of $45k+, with growth potential into marketing or operations roles, based in Vestavia Hills, Alabama. #J-18808-Ljbffr