Client Services Administrator

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

Freedom Financial Group
, a fast-paced financial firm in Birmingham, AL is seeking to add a Client Service Specialist to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

• Answer phones and greet clients in a friendly, positive, and warm manner
• Complete each service request and resolve client issues
• Prepare new client paperwork
• Assist clients with completing required paperwork
• Responsible for account management including opening accounts and transferring money to the firm’s platform
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Follow application process from start to finish
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client update reports and mailings

• Associate’s degree or equivalent work experience required
• Financial Industry experience required
• 1-2 years working alongside a Financial Advisor in a fast-paced office environment preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• Previous CRM experience required (Lead Center platform knowledge a plus)

• Alabama Life and Health / Series 65 preferred; willing to obtain within 90 days
• Good-natured, compassionate, positive attitude while always maintaining professionalism
• Ability to prioritize projects and manage time effectively
• Take personal ownership and ask, “what else can I do?”
• Be part of the solution:
  See it, Own it, Solve it, and Do it

• PTO
• Health Insurance
• 401K after 1 year of employment
• Training and development opportunities

• In office:
  Monday – Friday 8:30am-5:00pm
• Occasional evenings for client events

All inquiries regarding this position should be directed to our recruiting team at in Kindly refrain from contacting the financial firm directly. Our team will respond to your questions promptly.