Client Services Associate — Path in Wealth Management
Job in
Vestavia Hills, Jefferson County, Alabama, USA
Listed on 2026-10-06
Listing for:
Kelley & Mullis Wealth Management
Full Time
position Listed on 2026-10-06
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A wealth management firm is seeking a motivated Client Services Associate to provide administrative support and deliver exceptional service to clients. This full-time, entry-level position involves handling client requests, scheduling appointments, and maintaining accurate records. Candidates should possess strong communication and organizational skills and familiarity with CRM systems.
This role offers a starting salary of $45k+, with growth potential into marketing or operations roles, based in Vestavia Hills, Alabama.
The Client Services Associate — Growth Path in Wealth Management role at Kelley & Mullis Wealth Management is now open for applications in Vestavia Hills, AL, United States. Learn more about the Client Services Associate — Growth Path in Wealth Management role in the description above. We appreciate your interest in this position. Join Kelley & Mullis Wealth Management and contribute to our ongoing work.
Position Requirements
10+ Years
work experience
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