Client Services Representative Salary at Cory Watson BETA

Job Purpose The purpose of this position is to help our new and existing client families with all service requests. This includes answering incoming client calls/emails, assisting advisors with client review preparation and follow ups from client review meetings, and meeting with clients to review their plans, deliver contracts, do additional client paperwork, etc. Minimum Requirements: Associates Degree preferred Financial Industry experience required 2 + years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MS Office Suite and the ability to learn new software quickly Licenses: Series 65 and Alabama Life and Health (if not licensed, company will pay for the licensing but all licenses must be obtained within 6 months of hire date) This position requires that you possess the following skills: Strong organizational skills Excellent communication, both written and verbal Attention to detail and accuracy Proactiveness and consistent follo

We are a Registered Investment Advisory Firm located in Birmingham, Alabama. We think about wealth management differently, because of our nearly 50-year history and the unique nature of our business model. We evolved from an investment bank primarily focused on municipal bond advisory and underwriting services to one that helps clients address a broad range of complex financial problems, as well as managing and investing capital. We're an independent firm and that means independent thinking for our clients. Our connection to our clients and the depth in which we help them is the true difference. Additionally, our dedication to and support of our community is something we are incredibly proud of. We have been able to consistently grow our wealth management business, and currently work with approximately 100 families and 10 retirement plans. We think differently about our people as well. We appreciate and encourage new ideas and want our team to play a part in making the business and cli

Job Title: Client Services Advisor Location: Birmingham, AL 35244 Hour: 8:30AM-5PM Duration: 6 Month Contract to Perm Required Skills & Experience * Associates Degree preferred * Financial Industry experience required * 2 + years working alongside a Financial Advisor in a fast-paced office environment preferred * Experience with MS Office Suite and the ability to learn new software quickly Nice to Have Skills & Experience held previous job as a Client Service Advisor or Client Service related position at a financial advising firm or institution. Job Description The purpose of this position is to help new and existing clients by answering their questions and guiding them through every step of the process from the day they sign paperwork to the day that their completed plan has been implemented. This includes prepping and submitting account opening paperwork, doing 401(k) calls and submitting transfer paperwork to begin the process of transferring funds to our platform, tracking the onbo

The Flexible Customer Service Associate consults with customers on their rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-class customer service and sales support. The responsibilities also include shuttling customers. This position also ensures vehicles are prepared for customer pick-up, which includes cleaning vehicles. assessing damage, fueling, and refilling all fluids. Wages: $15.00 per hour Qualifications: Strong oral and written communication of ownership, accountability, and initiative. Applicant must possess all auditory, speaking and communicating capabilities necessary to complete the responsibilities detailed above. The essential functions of this position include, but are not limited to, the following such as sitting, standing, waking, bending and twisting, climbing, driving, pushing and pulling, speaking, hearing, writing, lifting, seeing, and reading. Knowledge

Commercial HVAC Maintenance Services Coordinator- TOP EMPLOYER in AL! $70-$100k depending on experience Birmingham, AL Our client is seeking a highly motivated and experienced Maintenance Services Coordinator - HVAC to join their dynamic Facilities team. In this critical role, you will play a key part in ensuring the smooth and efficient operation of their facilities by supporting the Maintenance Manager and Senior Maintenance Coordinator in all aspects of maintenance operations. If you have this experience and are looking to work for a great, well-known employer with fabulous benefits, please apply now! Job Responsibilities: Lead and Support Maintenance Operations: Develop, implement, and monitor maintenance processes, schedules, and work orders. 24/7 On-Call Support: Provide immediate response and resolution to critical facility issues, ensuring a safe and comfortable working environment for all employees. Project Coordination: Assist in the planning and execution of major maintenanc

Cope Private Wealth (copepw.com) is seeking a Client Service Associate for our financial planning firm in Birmingham, AL. We believe that financial planning is a collaborative process and have found rapport is the single biggest determinant of a successful financial planning relationship. We only take clients that we can work well with – we don’t have an asset minimum for new clients, but we do have a personality minimum. Our firm is a continuing supporter of COOSA Riverkeeper, Preschool Partners, and O’Neal Cancer Center non-profit organizations. The Client Service Associate will report directly to our Founder and Lead Advisor Pat Cope and assist with a variety of client service and administrative tasks. We are seeking a CSA that can help us serve our clients in their individual goals in the best way possible. This is a full time position, with flexible hours. Salary and Benefits Salary will be $55,000 - $70,000 based on experience Healthcare through BCBS 401(k) with employer matching

POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client acco

Customer Service Representative Direct Hire Opportunity- Hiring after January 1, 2024 Pay: $18.00 / hour Commercial Products Customer Service Representative The CSR position is fast paced and requires the ability to multi-task, email correspondence and processing of customer purchase orders. Order entry management and maintenance of completed sales transactions. Job Description: Job openings for Customer Relations Specialists for Manufacturing Facility in Birmingham, Alabama. Looking to hire experienced, qualified individuals. Job duties include, but are not limited to, the ability to: Listen and respond to customers' needs and concerns Provide information about products and services Take orders, determine charges, and oversee billing or payments Review or make changes to customer accounts Handle returns or complaints Record details of customer contacts and actions taken Research answers or solutions as needed Refer customers to supervisors, managers, or others who can help Salary Type