Client Service Assistant

Company Description

Jesse Scroggins Wealth Team is a client-focused financial planning firm that meets with individuals and families at all stages of their financial journey. The team emphasizes open conversation to understand each client’s goals, concerns, and priorities. By learning about clients’ dreams and challenges, the firm builds tailored financial plans designed to provide security and excitement for the future. The organization is dedicated to offering convenience and simplicity, allowing clients to focus on what matters most in their lives.

Team members are encouraged to build meaningful relationships and support a personal client experience.

The Client Service Assistant is a full-time, on-site role based in Birmingham, AL, supporting the wealth team in delivering a high-quality client experience. This position handles day-to-day administrative tasks such as scheduling appointments, managing client records, preparing meeting materials, and processing routine service requests. The role serves as a primary point of contact for clients, responding to inquiries, coordinating follow-ups, and ensuring timely, accurate communication.

The Client Service Assistant collaborates with advisors and team members to maintain organized workflows and helps streamline processes to add convenience and simplicity to clients’ interactions with the firm. This role requires consistent professionalism, attention to detail, and a commitment to client satisfaction.

• Strong interpersonal skills and the ability to build positive relationships with clients and team members.
• Effective communication skills, including clear, professional verbal and written communication.
• Commitment to customer service and customer satisfaction, with a client-centered mindset.
• Proficiency in administrative assistance, including scheduling, document management, and basic office software.
• Organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
• Dependable, proactive work style and the ability to work collaboratively in an on-site team environment.
• Previous experience in financial services or a client-facing role is beneficial.