Current jobs related to Client Associate - Birmingham - ServisFirst Bancshares
-
Client Service Associate
7 days ago
Birmingham, United States Sacred Heart University Full timeSummary The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High touch client service is a hallmark of 1919; the...
-
Client Support Associate
3 weeks ago
Birmingham, Alabama, United States Circle K Stores, Inc. Full timePosition: Client Support AssociateCompany: Circle K Stores, Inc.Location: Not specifiedAvailability:Flexible scheduling for various shifts.Overview:We are seeking a dedicated Client Support Associate to enhance our customer engagement. If you possess a passion for assisting customers and thrive in a dynamic environment, this role is ideal for you.Key...
-
Client Relations Associate
1 week ago
Birmingham, Alabama, United States Steadmont Advisors Full timeAbout the RoleSteadmont Advisors, a leading independent wealth management firm, is seeking a highly organized and detail-oriented professional to fill the position of Client Relations Associate. This individual will work in a dynamic entrepreneurial environment to deliver exceptional client service and account maintenance support.Key Responsibilities:Serve...
-
Client Relations Associate
3 weeks ago
birmingham, United States Steadmont Advisors Full timeAbout the JobSteadmont 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...
-
Client Relations Associate
1 month ago
Birmingham, United States Steadmont Advisors Full timeAbout the JobSteadmont 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...
-
Client Relations Associate
4 weeks ago
Birmingham, United States Steadmont Advisors Full timeAbout the JobSteadmont 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...
-
Financial Services Client Relations Associate
3 weeks ago
Birmingham, Alabama, United States RFG Advisory Full timeAre you detail-oriented and proactive? If you are seeking a role that emphasizes precision and quality, the position of Client Service Associate at RFG Advisory may align with your career aspirations.About RFG Advisory: We are dedicated to empowering independent financial advisors, enhancing their ability to provide exceptional client experiences and...
-
Client Service Associate
4 weeks ago
Birmingham, United States Oppenheimer & Co. Full timeWho We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
-
Client Service Associate
2 months ago
Birmingham, United States Oppenheimer & Co. Full timeWho We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
-
Client Service Associate
2 months ago
Birmingham, United States Oppenheimer & Co. Inc. Full timeJob DescriptionJob DescriptionWho We Are:Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,...
-
Client Accounting Associate
4 months ago
Birmingham, United States Kassouf & Co. Full timeFirm Overview:Founded in 1931, Kassouf is a CPA, advisory and financial planning firm headquartered in Birmingham, Alabama. With locations in Birmingham, Auburn, Orange Beach, and Baton Rouge, Kassouf currently has more than 100 team members.We understand that any goal is achieved based on the effectiveness of the team. That’s why team development,...
-
Client Service Associate
1 day ago
Birmingham, Alabama, United States RFG Advisory Full timeJob SummaryRFG Advisory is seeking a highly organized and detail-oriented Client Service Associate to support our Financial Advisors in delivering exceptional client experiences. As a key member of our team, you will play a vital role in providing comprehensive operational support, collaborating with advisors to create operational efficiencies, and...
-
Client Relations Associate
6 days ago
Birmingham, AL, USA, United States Steadmont Advisors Full timeAbout the RoleSteadmont Advisors, a leading wealth management firm in Birmingham, AL, is seeking a highly organized and detail-oriented professional to fill the position of Client Relations Associate. This individual will work in a dynamic entrepreneurial environment to deliver exceptional client service and account maintenance results.Key...
-
Client Relations and Marketing Associate
3 weeks ago
Birmingham, Alabama, United States APPLY TODAY Full timeJoin Our Marketing and Customer Relations TeamAre you eager to become part of a vibrant and forward-thinking marketing and customer relations organization that prioritizes outstanding service for our clients? We are in search of skilled individuals who are enthusiastic about customer engagement, fostering strong connections, and making a positive impact.If...
-
Birmingham, United States Raymond James Financial Services Full timeDescription Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
-
Client Support Coordinator
3 weeks ago
Birmingham, Alabama, United States Stifel Financial Full timePosition OverviewThe Client Support Coordinator plays a vital role in delivering exceptional service to our clients. This position involves providing comprehensive administrative, operational, and analytical assistance to a team of Portfolio Managers, Investment Associates, and Client Advisors.Key ResponsibilitiesFacilitate day-to-day administrative tasks to...
-
Client Relations Specialist
3 weeks ago
Birmingham, Alabama, United States Stifel Financial Full timePosition OverviewThe Client Relations Specialist plays a crucial role in supporting the operational and analytical needs of our team. This position is designed for individuals who are detail-oriented and possess strong organizational skills.Key ResponsibilitiesProvide comprehensive administrative support to Portfolio Managers and Investment Associates.Assist...
-
Travel Nurse RN
1 week ago
Birmingham, Alabama, United States HealthEcareers - Client Full timeJob DescriptionWe are seeking a skilled Medical-Surgical Registered Nurse to join our team for a travel assignment in a hospital setting. As a Medical-Surgical Registered Nurse, you will be responsible for providing high-quality patient care and collaborating with the healthcare team to ensure optimal patient outcomes.Job Responsibilities:Assess, plan,...
-
Client Relations Operations Associate
3 weeks ago
Birmingham, Alabama, United States Aesop Auto Parts LLC Full timePosition Overview: As a vital member of Aesop Auto Parts LLC, you will play a key role in overseeing the sales and operational activities related to in-person customer transactions. Your responsibilities will encompass managing driver operations, processing payments, and ensuring smooth site operations.In this position, you will directly support the Site...
-
Client Service Coordinator
3 months ago
Birmingham, United States Banfield Full timeSUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...
Client Associate
4 months ago
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related reports as needed. Assignments will depend on the local region and the individual needs of officers, who require varying degrees of assistance depending on specialty (commercial loans, executives, management duties) and technical knowledge (ex., some officers manage their own calendars, some delegate to an assistant).
The incumbent will perform duties in the following areas:
* Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.)
* Examine documents to identify missing, incomplete, or inconsistent information such as signatures, notarization, initials, terms, etc.
* Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officer
* Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
* Respond to telephone and email inquiries on behalf of the officer
* Coordinate responses among multiple parties as needed, serving as a single point of contact
* Advise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc.
* Schedule events such as meetings, conferences, sales appointments, etc.
* Prepare reports and distribute as appropriate
* Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of office
* Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned
MINIMUM QUALIFICATIONS
* High school diploma or equivalent; some college preferred
* Administrative experience; financial services environment preferred
* Experience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issues
* Proficient with Microsoft Outlook, Word, Excel and PowerPoint
* Experience coordinating shared resources and working successfully with team members
* Knowledge of loan documents, approval process and general Bank policies and procedures
* Excellent organizational and time management skills, as demonstrated in experience handling
multiple tasks and client requests within deadline
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
* Sustained standing and sitting
* Frequent use of PC, including typing or sustained attention to monitor
* Occasional lifting of basic office files or equipment up to 20 lbs
* Normal office environment with comfortable internal temperatures and low level noise
EOE/AA