Client Care Coordinator

5 days ago


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

We are excited to offer a challenging and rewarding opportunity for a Client Service Representative to join our team in Mobile, AL. As a key member of our client-facing team, you will have the chance to develop your skills and expertise in a dynamic and fast-paced environment.

**Key Responsibilities:**

  • Support a specific Investment Counselor's client base by maintaining relationships and participating in care calls.
  • Respond promptly to client inquiries and maintain organized records.
  • Coordinate with clients' professional advisors and prepare meeting materials.
  • Handle new account documentation and interface with client custodians.
  • Assist with ongoing and periodic projects such as tracking distributions and reviewing cash balance reports.

**Salary:** $50,000 - $60,000 per year, depending on experience.

**Benefits:** We offer a competitive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.



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