Client Services Associate

Team Addendum Client Services Associate — Will Scroggins Wealth Team

Sage Spring Wealth Partners | Birmingham, AL | Full-Time | In-Office

The Will Scroggins Wealth Team is hiring a detail‑oriented, execution‑driven Financial Planner who thrives in a fast‑paced environment and enjoys working directly with clients and advisors to move financial plans forward.

This role blends technical financial planning, client interaction, and operational precision. Ideal for someone who loves problem‑solving, accuracy, structure, and driving results.

• Prepare financial plans and meeting materials
• Participate in client meetings and help translate recommendations into actionable steps
• Work directly with clients to complete tasks, paperwork, and follow‑through items

• Coordinate planning action items with advisors
• Track all tasks and deadlines, ensuring complete and timely follow‑through
• Keep CRM (Salesforce) and planning tools accurate and up‑to‑date

• Support advisors in delivering an excellent client experience
• Anticipate team needs and maintain organized processes
• Operate in a structured, high‑performance, detail‑focused environment

• Detail‑oriented, precise, and highly organized
• Strong in execution and follow‑through
• Confident and professional when working directly with clients
• Tech‑savvy and comfortable learning systems and planning tools
• Independent, reliable, and comfortable in a fast‑paced setting

• 1–3 years of experience in financial planning, operations, or client service (preferred but not required)
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Experience with Salesforce or financial planning software is a plus
• Bachelor’s degree preferred

• Competitive salary
• Professional development support (Series 65, CFP®)
• Opportunity to work within a successful and growing wealth management team
• Supportive team environment with clear processes and high expectations