Client Services Advisor
Insight Global•Birmingham, AL
441d
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About The Position
The Client Service Specialist will play a crucial role in supporting financial advisors by managing client interactions and ensuring smooth operational processes. This position requires a highly organized and detail-oriented individual who can handle multiple tasks efficiently while maintaining a professional demeanor. The specialist will be responsible for various administrative tasks, including filing and processing paperwork, updating client files, and preparing financial documents for meetings.
