Client Relations & Advisor Support Specialist
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-06-18
Listing for:
Insight Global
Full Time
position Listed on 2026-06-18
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep, Bilingual, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Insight Global is seeking a Client Relations Specialist in Birmingham, Alabama. This role involves maintaining professional relationships with clients, assisting advisors, and managing client inquiries through calls, emails, and text messages.
The ideal candidate will engage in various tasks such as updating financial Roadmaps, processing RMDs, and preparing servicing documents. An annual salary between $55,000 and $65,000 is offered along with potential healthcare benefits.
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