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Financial Services Financial Consultant

Wealth Client Experience Specialist

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: Waverly Advisors, LLC
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Birmingham, AL is looking for a Client Service Associate to enhance client relationships and assist Wealth Advisors. This role involves managing various client requests, processing documents, and ensuring timely communications. The ideal candidate will have at least 2 years of relevant experience, a degree in Finance or Business, and strong communication skills. Comprehensive benefits, including health coverage and a 401(k), are offered alongside a supportive work culture.
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