- Collaborate with financial advisors to provide support in developing and maintaining financial plans for clients
- Assist clients with account openings and prepare reports
- Experience in wealth management or investment banking
- Associate or Bachelor's degree
Customer Service Representative - Birmingham, United States - The Encompass Group
Description
Client Service Representative Opportunity in Birmingham, AL
Want a company that invests in you rather than treating you like a number? Looking for a company that has direct growth plans?
We are looking for a high-level Client Service Representative to join a boutique firm here in Birmingham. This company provides tremendous training for their employees, creates custom growth paths for each individual, and truly gives everyone a seat at the table. This is a place where your ideas are HEARD. You will have a personal relationship with ownership, direct growth opportunities, and TONS of autonomy in both your work and schedule. You will:
What you bring:
If you are looking for a place to truly call a HOME and not an office, please apply today We can't wait for you to join the family.v