Client Services Advisor

Insight Global - Birmingham, AL

Full-time

Birmingham, AL

Administrative and Support Services

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.

Responsibilities

• Filing and processing paperwork for client accounts.
• Updating client files and creating client spreadsheets.
• Entering data into Excel and maintaining accurate records.
• Communicating with clients to answer questions and provide support.
• Preparing financial documents for client review meetings.
• Tracking account openings and money movement, resolving issues promptly.
• Inputting detailed notes into CRM and keeping it updated.
• Coordinating and following up on client transfers, contributions, and distributions.
• Preparing servicing documents and obtaining necessary signatures from clients.
• Maintaining professional communication with clients and staff.
• Assisting with client update reports and mailings.
• Setting client appointments for Advisors and cross-training to assist with existing client workflows.

Requirements

• Associates Degree preferred.
• 2+ years of experience working alongside a Financial Advisor in a fast-paced office environment.
• Financial industry experience required.
• Experience with MS Office Suite and ability to learn new software quickly.
• Professional demeanor and good phone presence.

Nice-to-haves

• 1-10 years working at a financial firm or insurance company (e.g., Northwestern Mutual, Fidelity, Merrill Lynch).
• Finance, Business, or Accounting degree.
• Advanced Excel skills (pivot tables and formulas).