114 client services manager jobs at 13 companies in Trinity, AL
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Client Experience Specialist
Huntsville, Alabama, United States
OnsiteFull Time
Keel Point: Independent financial advisory and wealth management firm.
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.
Private Client Banker - (New Build) Hwy 72 and Shields - Huntsville, AL
Huntsville, Alabama, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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)
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
Greenville or Charleston or Columbia or Atlanta or Raleigh or Durham or Charlotte or Winston-Salem or Greensboro or Huntsville
OnsiteFull Time
Womble Bond Dickinson: Transatlantic law firm providing comprehensive legal services to businesses.
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
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/yrHybridFull Time
Frazier & Deeter: Accounting and advisory firm providing tax and audit services.
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.
Bryant Bank: Offers personal banking, business loans, and mortgage services.
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
Edward Jones: Financial services firm providing wealth management and investment advice.
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.
Edward Jones: Provides personalized financial advice and wealth management services.
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.
BCBA and BCaBA Career Opportunity at Team PBS in Alabama
Huntsville, Alabama, United States
$40k-$124k/yrFieldFull Time, Part Time
Positive Behavior Support Corp.: Provides Applied Behavior Analysis therapy for individuals with autism.
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.
Alpine Legacy Group: Supplemental health insurance and financial protection for families.
Seeks a service-oriented sales leader with clear communication, coaching ability, teamwork, willingness to learn, and an interest in developing talent and client relationships.
Sales Representative & Trainer – Empower Others, Make a Difference
Hartselle, Alabama, United States
$85k-$105k/yrOnsiteFull Time
Altitude Business Group: Distributes supplemental health and life insurance for families and businesses.
Health and life insurance license required or obtainable with reimbursement; seeks empathetic relationship builders and mentors motivated by collaboration, service, and client support.
Cleft of the Rock: Provides supplemental and life insurance to businesses and individuals.
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.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
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.