About the Job
Steadmont Advisors, an independent wealth management firm in Birmingham, AL, is seeking an organized, reliable, motivated professional with superior attention to detail to fulfill the role of Client Relations Associate.
This candidate will work within a dynamic entrepreneurial environment to deliver seamless and integrated results for our clients’ ongoing service and account maintenance needs.
The ideal candidate will be passionate about client service and use proactive communications and relationship management skills to always ensure exceptional workflow efficiency.
Duties and responsibilities include, but are not limited to :
- Serve as the first point of contact for incoming client calls
- Greet and host clients in-office
- Provide administrative support to advisors and management, including scheduling meetings and preparing reports.
- Coordinate with external vendors and service providers to ensure smooth operations.
- Manage office supplies and equipment, ensuring the office runs efficiently.
- Process and follow up on account paperwork, and establish client accounts.
- Promptly and effectively address client inquiries and requests.
- Provide proactive client communication on status updates and follow-up as appropriate.
- Complete ACH / wire / check requests.
- Maintain client files and records.
- Generate appropriate statements and reports.
- Initiate and / or participate in client experience projects or initiatives.
Requirements / Qualifications :
- Ability to build strong client relationships
- Exemplify professionalism over the phone and in person
- Highly organized
- Imperative focus on details & accuracy
- Proficiency in Word, Excel, PowerPoint, Outlook, Adobe
- The Aptitude to learn and understand the financial services industry
- Ability to prioritize timeliness while maintaining a high sense of accuracy
- Positive and respectful attitude
- Team player
- 1+ years of working experience in a professional setting
Position Details :
- Exclusively working in-person at our Birmingham, AL location
- 5% 401k match + possibility for Profit Sharing
- 50% of Health Insurance costs are covered by Steadmont
Salary : Competitive Salary plus Bonus, based on relevant experience
Client Relations Associate
Steadmont Advisors, an independent wealth management firm in Birmingham, AL, is seeking an organized, reliable, motivated professional with superior attention to detail to fulfill the role of Client Relations Associate. The ideal candidate will be passionate about client service and use proactive co...
Field Service Project Manager
Hepaco, a Clean Harbors company, has an opening for an Environmental Project Manager in our Birmingham, AL location. Serves as Project Manager for Hazardous materials jobs. The successful candidate will be responsible for management of projects associated with emergency response, environmental waste...
USA - Warehouse Associate I - Equiliem
Synovis MCA Warehouse Associate. Department: Synovis MCA Shipping and Warehouse. Performs shipping and warehouse functions to achieve maximum efficiency,. Keep warehouse audit ready through daily cleaning and organization. ...
Pharmacy Customer Service Associate
In accordance with state and federal regulations, assi Customer Service, Pharmacy, Associate, Customer Experience, Pharmacy Manager, Store Manager, Retail. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Models and deliver...
Remote Administrative Assistant (No Experience Required) - Earn $25/hr-$45/hr, Full-Time/Part-Time, Flexible hours
...
PT Customer Service Associate
The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a great customer experience and maximum profitability. Meets company sal...
Retail Sales Associate
The Retail Sales Associate assists Ollie's customers and helps to maintain the store appearance. Retail Sales Associates are responsible for all aspects of customer service, running registers, merchandising, and store maintenance. BE A TEAM PLAYER- Associates are expected to be supportive and work t...
Collision/Body Receptionist
Hendrick Chrysler Dodge Jeep Ram Collision Center (Hoover).Location: 1624 Montgomery Highway, Hoover, Alabama 35216.Responsible for answering and directing incoming phone calls.Greets customers as they enter the lobby, dealership showroom, or service area.Supervisory Responsibilities: .This job has ...
Customer Service Associate
Customer Service Associate page is loaded **Customer Service Associate**. Birmingham, AL time typeFull time posted onPosted 3 Days Ago job requisition idREQ14904 The Customer Service Associate will assist our walk-in customers directly, coordinate closely with our outside sales force, dr...
Warehouse Associate (pt/ft)
PrideStaff is hiring Warehouse Associates at multiple locations. As a Warehouse Associate, you will: Accurately pick, pack, and prepare orders for shipment in a timely manner; Assist in receiving, organizing, and maintaining inventory to ensure accurate stock levels; Load and unload trucks, check in...