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Client Services Representative

The Encompass Group
Birmingham, AL Full Time
POSTED ON 4/6/2024

Client Service Representative Opportunity in Birmingham, AL!

Want a company that invests in you rather than treating you like a number? Looking for a company that has direct growth plans?

We are looking for a high-level Client Service Representative to join a boutique firm here in Birmingham. This company provides tremendous training for their employees, creates custom growth paths for each individual, and truly gives everyone a seat at the table. This is a place where your ideas are HEARD. You will have a personal relationship with ownership, direct growth opportunities, and TONS of autonomy in both your work and schedule.

You will:

  • Collaborate with financial advisors to provide support in developing and maintaining financial plans for clients
  • Assist clients with account openings and prepare reports

What you bring:

  • Experience in wealth management or investment banking
  • Associate or Bachelor's degree

If you are looking for a place to truly call a HOME and not an office, please apply today! We can't wait for you to join the family.

Job Type: Full-time

Pay: From $53,000.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Paid training
  • Tuition reimbursement
  • Vision insurance

Compensation package:

  • Bonus opportunities

Schedule:

  • 8 hour shift
  • Holidays
  • Monday to Friday
  • No weekends

Ability to Relocate:

  • Birmingham, AL: Relocate before starting work (Required)

Work Location: In person

Salary.com Estimation for Client Services Representative in Birmingham, AL
$94,861 to $135,395
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