4 client services administrator jobs at 3 companies in Trinity, AL
3w
Save
Mark Applied
Hide
Client Experience Specialist
Huntsville, Alabama, United States
OnsiteFull Time
5+ YOE5+ years administrative or office management experience; bachelor\u0002s degree preferred; strong organizational, written and verbal communication skills; proficiency in Microsoft Office Suite; passion for client service.
Microsoft Office Suite, Concur
1mo
Save
Mark Applied
Hide
Client Service Associate
Huntsville, Alabama, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movement transactions, assist with account documentation and digital tool enrollment; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
3w
Save
Mark Applied
Hide
Non-Reg On-Caller
Decatur, Alabama, United States
$20/hr OnsitePart Time
Provides client service and administrative support, manages account requests and records, supports financial advisors, coordinates appointments, and uses digital tools. Six-month training is provided.
MoneyGuide, Salesforce, Microsoft Office
3w
Save
Mark Applied
Hide
Non-Reg On-Caller - Decatur, AL
Decatur, Alabama, United States
OnsiteFull Time
Provide client service, account management, administrative and operational support for financial advisors; proficiency with MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication skills.
MoneyGuide, Salesforce, Microsoft Office