12 client support manager jobs at 9 companies in Albertville, AL
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Work From Home - Client Support Manager
Anniston, Alabama, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth.
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
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.
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 degree required; 2–5 years experience; paralegal and e-discovery certifications preferred; strong attention to detail, client service, and knowledge of Microsoft Office and litigation support tools.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Access, Microsoft Outlook
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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
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.
Entry Level Sales Representative - Own Your Success
Fort Payne, Alabama, United States
$65k-$85k/yrFieldFull Time
Altitude Business Group: Distributes supplemental health and life insurance for families and businesses.
Self-motivated, assertive candidates who can build client relationships, manage a territory, pursue measurable results, and complete required licensing with company support.
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.
Cleft of the Rock: Provides supplemental and life insurance to businesses and individuals.
Health and Life licensed or willing to obtain licensure; requires relationship-building, client support, presentations, lead follow-up, scheduling, self-management, and sales goal achievement.
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.