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Office Administrator/ Coordinator

Client Services Associate: Admin & Client Engagement Pro

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: SageSpring Wealth Partners
Full Time position
Listed on 2026-06-26
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
Job Description & How to Apply Below
Sage Spring Wealth Partners in Birmingham, Alabama, is seeking a Client Services professional to assist Financial Advisors with administrative tasks and provide exceptional service to clients. The role requires effective communication skills, proficiency in Microsoft Office, and an Associate's degree or equivalent experience. Daily tasks include scheduling meetings, handling inquiries, and maintaining client databases. Candidates must demonstrate a strong work ethic and commitment to service excellence.
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Position Requirements
10+ Years work experience
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