Client Support Specialist

4 days ago


Mobile, Alabama, United States Long's Human Resource Services Full time

**Job Title:** Client Support Specialist

Company Overview:

About Long's Human Resource Services

We provide exceptional service to Mobile and Baldwin Counties – and the entire Gulf Coast area – since 1948. Our expertise translates to the best possible job fit for companies and employees.

Salary Range:

$50,000 - $70,000 per year, depending on qualifications and experience.

Job Summary:

This role is responsible for delivering accurate and professional support to clients, working closely with an Investment Counselor and a Portfolio Manager.

Key Responsibilities:

  • Schedule meetings and maintain relationships with clients.
  • Respond to client inquiries and ensure timely acknowledgment of receipt.
  • Maintain and organize client information in the firm's CRM system.
  • Coordinate with clients' professional advisors and prepare materials for client meetings.
  • Handle new account documentation and perform various administrative tasks.

Requirements:

  • Bachelor's degree from an accredited university preferred.
  • 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.


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