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Client Service Representative

3 months ago

Mobile, United States Long's Human Resource Services Full time
Job DescriptionJob Description

Client Service Representative
Mobile, AL

*Must have bachelor's degree and financial experience to be considered
 
Summary: A wealth management firm is seeking a dedicated Client Service Representative (CSR) for its Mobile office. As an integral member of a client-facing team, which includes an Investment Counselor (IC) and a Portfolio Manager (PM), the CSR will play a crucial role in delivering accurate and professional support to clients.


Client Relationship Responsibilities:

  • Support a specific IC's client base by maintaining client relationships, participating in periodic care calls, and scheduling meetings.
  • Respond to client inquiries promptly, ensuring same-day acknowledgment of receipt.
  • Maintain and organize client information in the firm’s CRM system, including logging meeting notes and tracking follow-up tasks.
  • Coordinate with clients’ other professional advisors (CPAs, attorneys) as necessary.
  • Prepare materials for client meetings, including printing and binding reports.
  • Handle new account documentation as required by clients or ICs.

Operational Responsibilities:

  • Act as a liaison between ICs, PMs, and other team members.
  • Collaborate with the broader operations team to support corporate initiatives.
  • Provide backup support to other ICs when needed.
  • Interface with client custodians and manage account paperwork workflows.
  • Assist with various ongoing and periodic projects such as tracking required minimum distributions, reviewing cash balance reports, and monitoring IRA/Retirement plan contributions according to clients’ financial plans.

Qualifications:

  • Bachelor's degree from an accredited university.
  • Previous experience in financial services, accounting, or a similar field is highly desirable.
  • Proficiency in Microsoft Office suite and strong technological competency.
  • Strong customer service orientation, excellent organizational skills, ability to multi-task, commitment to client confidentiality, and ability to work effectively in collaborative settings.
     
Company DescriptionAbout Long's Human Resource Services

At Long’s, our people are our greatest asset. We’ve been serving Mobile and Baldwin Counties – and the entire Gulf Coast area – since 1948. With this experience, we bring unparalleled knowledge of the area markets, and this knowledge translates to the best possible job fit for companies and employees.Company DescriptionAbout Long's Human Resource Services\r
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At Long’s, our people are our greatest asset. We’ve been serving Mobile and Baldwin Counties – and the entire Gulf Coast area – since 1948. With this experience, we bring unparalleled knowledge of the area markets, and this knowledge translates to the best possible job fit for companies and employees.