Client Services Associate — Growth Path in Wealth Management
kelley mullis wealth managementVestavia Hills, AL
Client Services Associate — Growth Path in Wealth Management
kelley mullis wealth managementVestavia Hills, AL
today
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherFinancial Clerks, All OtherIndustries
Portfolio Management and Investment AdviceOffice Administrative ServicesAll Other Personal Services$45k
APPLY NOW (opens in a new tab)About the role
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.
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JOB OVERVIEW
Salary
$45k
Experience level
Junior
Location
Vestavia Hills, AL
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Portfolio Management and Investment Advice
Posted
today
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