Logo
TalentWealth

Client Services Associate – Wealth Management, Bonus Eligible

TalentWealth, Birmingham, Alabama, United States, 35275

Save Job

An established wealth management firm in Birmingham is seeking an experienced Client Service Associate to provide proactive support to financial advisors. This role involves client onboarding, data maintenance, and communication management. The ideal candidate should possess strong organizational and interpersonal skills, with at least 2 years in administrative roles within wealth management. Competitive salary range is $55,000.00 - $70,000.00 per year, along with bonuses and comprehensive benefits. #J-18808-Ljbffr