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Client Experience Specialist - Financial Services

Job in Montgomery, Montgomery County, Alabama, 36136, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services firm is looking for a detail-oriented Registered Client Service Associate in Montgomery, Alabama. The role involves providing high-quality administrative support to Financial Advisors and clients, managing daily interactions, and processing financial transactions. The ideal candidate will have strong communication skills, exceptional organizational abilities, and experience with CRM software. This position is critical for client service excellence and offers a supportive team environment.
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