Client Services Associate

Client Services Associate — Will Scroggins Wealth Team

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

The Will Scroggins Wealth Team is looking for a detail-oriented, people-oriented Client Services Associate who enjoys working directly with clients and being part of a collaborative team. As part of Sage Spring Wealth Partners, you’ll join a growing, established wealth management firm known for its strong culture and commitment to its people. Sage Spring has been recognized as a USA TODAY Top Workplace, one of Financial Planning’s Best Workplaces in Money Management, one of the Nashville Business Journal’s 25 Fastest-Growing Companies, and among City Wire’s fastest-growing RIAs.

This is a full-time, in-office position based in Birmingham, Alabama.

• Serve as a professional, friendly point of contact for clients and help create a welcoming, high-touch client experience
• Communicate with clients by phone, email, and in person to assist with service needs, paperwork, and follow-through
• Help manage advisor calendars and coordinate client meeting scheduling
• Prepare client meeting materials and help ensure meetings and follow-up are organized and executed smoothly
• Coordinate client requests and action items with advisors and other team members
• Track tasks, deadlines, and client requests to ensure complete and timely follow-through
• Maintain accurate and up-to-date client information in Salesforce and other systems
• Manage multiple priorities and shift between tasks as client and team needs change
• Approach day-to-day responsibilities with flexibility, ownership, and attention to detail
• Work closely with advisors and team members to deliver an excellent and consistent client experience
• Communicate openly, ask questions, and proactively help move team priorities forward
• Anticipate team needs and contribute to organized, efficient processes
• Enjoy being part of a collaborative, high-performing team

• Professional, warm, and confident when interacting with clients
• Genuinely enjoy talking with people and building positive relationships
• Detail-oriented, organized, and dependable
• Strong in execution and follow-through
• Flexible and comfortable shifting between priorities
• Team-oriented, collaborative, and eager to contribute
• Tech-savvy and comfortable learning new systems and tools

• 1–3 years of experience in financial services, operations, or client service preferred, but not required
• Wealth management or financial services experience is a plus
• Proficient in Microsoft Office, including Word, Excel, and Power Point
• Experience with Salesforce or similar CRM software is a plus
• Health insurance
• Opportunity to grow within a successful and expanding wealth management firm
• Supportive, team-oriented culture with clear processes and high expectations
• Stable, established team