133 client services manager jobs at 17 companies in Boaz, AL
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Anniston, Alabama, United States
OnsiteFull Time
Provide client service support to Financial Advisors, handle client requests, ensure accuracy of client materials, and promote banking solutions; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; SIE/Series licenses desirable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
Save
Mark Applied
Hide
Work From Home - Client Support Manager
Anniston, Alabama, United States
RemoteFull Time
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth.
Zoom
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Anniston, Alabama, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year experience, strong client service and communication skills, ability to learn technology platforms; FINRA SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2d
Save
Mark Applied
Hide
Senior Project Manager/Client Service Leader – Water
Huntsville or Birmingham or Alabama or United States
$165k-$215k/yr HybridFull Time
15+ YOEBachelor's or master's degree in engineering, 15+ years managing municipal water projects, PE license or reciprocity eligibility, complex project leadership, client development, business development, and team mentoring.
2w
Save
Mark Applied
Hide
Private Client Banker - (New Build) Hwy 72 and Shields - Huntsville, AL
Huntsville, Alabama, United States
OnsiteFull Time
1+ YOERequires 1+ year of branch banking or equivalent financial services experience, client acquisition and relationship management success, high school diploma or GED, and required banking and lending registrations.
National Mortgage Licensing System and Registry (NMLS)
1mo
Save
Mark Applied
Hide
Operations Manager, Wealth Management
Huntsville, Alabama, United States
$90k-$100k/yr OnsiteFull Time
3+ YOE3+ years in wealth management operations or licensed support, Schwab and Salesforce familiarity, Series 65 required, strong communication, judgment, and client-service skills.
Schwab, Salesforce, Orion, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Adobe PDF, Claude, ChatGPT, Microsoft Copilot
2mo
Save
Mark Applied
Hide
Litigation Support Manager
Greenville or Charleston or Columbia or Atlanta or Raleigh or Durham or Charlotte or Winston-Salem or Greensboro or Huntsville
OnsiteFull Time
2+ YOEBachelor's preferred; paralegal or e-discovery certification preferred. 2+ years relevant experience. Strong client service, attention to detail, project/budget management, data/evidence handling, and familiarity with litigation support tools and Microsoft Office.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Access, Microsoft Outlook
1mo
Save
Mark Applied
Hide
Tax Manager, Corporate
Alpharetta or Atlanta or Charlotte or Columbia or Huntsville or Las Vegas or Nashville or Pensacola or Plymouth or Tampa or Towson or United States or United Kingdom or India
$120k-$150k/yr HybridFull Time
5+ YOEActive CPA, Bachelor's or Master's in Accounting, 5+ years corporate tax experience in public accounting, experience with M&A/ASC 740 preferred, proficiency with CCH Axcess and Microsoft Office, strong analytical and client-service skills.
CCH Axcess, Microsoft Office Suite
1d
Save
Mark Applied
Hide
Non-Reg On-Caller
Cullman, Alabama, United States
$20/hr OnsitePart Time
Provides client service, account management, administrative support, marketing assistance, and financial services operations using strong computer literacy, attention to detail, collaboration, and adaptability.
MoneyGuide, Salesforce, Microsoft Office
3w
Save
Mark Applied
Hide
ER CSR Position
Huntsville, Alabama, United States
OnsiteFull Time
Front-desk experience handling phone calls, appointment scheduling, client finances, office organization, and strong customer service and time-management skills.
17h
Save
Mark Applied
Hide
Head of Customer Success
Madison or United States
OnsiteFull Time
Experience leading Account Management or Customer Success teams, designing scalable processes, managing clients, analyzing operations, and working cross-functionally in complex or rapidly changing environments.
2mo
Save
Mark Applied
Hide
Customer Service Representative
Birmingham or Trussville
OnsiteFull Time
2+ YOE2+ years client-facing or coordination experience, strong written and verbal communication, cross-functional collaboration, organized documentation, calm problem-solving, comfortable with CRM/project management tools.
2w
Save
Mark Applied
Hide
Treasury Management Analyst
Huntsville, Alabama, United States
OnsiteFull Time
1+ YOEBachelor's degree in business or finance, or equivalent education, plus at least one year of relevant experience. Requires treasury management knowledge, analytical and communication skills, client service, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
21h
Save
Mark Applied
Hide
Non-Reg On-Caller - Cullman, AL
Cullman, Alabama, United States
OnsitePart Time
Provides client service, account management, administrative support, marketing assistance, and technology support; requires analytical thinking, attention to detail, communication, collaboration, and computer literacy.
MoneyGuide, Salesforce, Microsoft Office
1w
Save
Mark Applied
Hide
BCBA and BCaBA Career Opportunity at Team PBS in Alabama
Huntsville, Alabama, United States
$40k-$124k/yr FieldFull Time, Part Time
Active BCBA or BCaBA certification with a related degree, behavior intervention plan experience, reliable transportation, client-site travel ability, and capacity for physical client engagement and lifting up to 50 pounds.
1w
Save
Mark Applied
Hide
Sales Representative & Trainer – Empower Others, Make a Difference
Hartselle, Alabama, United States
$85k-$105k/yr OnsiteFull Time
Health and life insurance license required or obtainable with reimbursement; seeks empathetic relationship builders and mentors motivated by collaboration, service, and client support.
https://www.compass-fhl.com/
1w
Save
Mark Applied
Hide
Insurance Sales Representative and Trainer
Huntsville, Alabama, United States
$85k-$105k/yr OnsiteFull Time
Insurance sales experience is not specified. Candidates must be licensed in Health and Life insurance or willing to obtain a license; strong client service, communication, mentoring, and relationship-building skills are required.
stock options
2d
Save
Mark Applied
Hide
Multi-Office Leader
Attalla, Alabama, United States
FieldFull Time
3+ YOE3+ MgmtBachelor’s degree or equivalent experience; 3+ years leading teams in multi-unit retail, service, or operations environments; experience with performance outcomes, multi-location operations, coaching, data analysis, and client escalations.
2mo
Save
Mark Applied
Hide
Financial Advisor - Gadsden, AL - Market 33, Region 160
Gadsden, Alabama, United States
$45k-$100k/yr OnsiteFull Time
Candidate must be able to build client relationships, pursue securities registrations (SIE, Series 7, Series 66) and state insurance licenses, and demonstrate ambition, sales/financial services experience or equivalent education.
2mo
Save
Mark Applied
Hide
Shift Lead - Licensed Veterinary Technician (LVT)
Huntsville, Alabama, United States
$23-$34/hr OnsiteFull Time
State-required veterinary technician certification/licensure (CVT, RVT, LVT, or LVMT). Ability to perform veterinary technician duties under veterinarian supervision, train/mentor staff, provide client education, and maintain medical records.
Explore Jobs