16 client support manager jobs at 12 companies in Cullman, AL
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Client Support Lead, Wealth
Birmingham, Alabama, United States
OnsiteFull Time
Oakworth Capital BankOTCQX: OAKC: Provides private banking, commercial banking, and wealth management services.
5+ YOEFour-year degree preferred, 5+ years related experience or training, professional client service experience, leadership or training experience preferred, and strong communication, organizational, and detail skills.
Fellowship House: Provides substance abuse recovery and mental health treatment services.
High school diploma or GED and kitchen or restaurant experience required. Food preparation and menu planning experience in a healthcare facility preferred but not required.
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
Aletheia House: Provides substance abuse treatment and recovery support services.
Provide supervision of residential clients, complete inspections and documentation, assist with medications, transport participants, and manage multiple tasks; personal vehicle may be required.
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
Aletheia House: Provides substance abuse treatment and recovery support services.
High school diploma/GED, valid driver’s license and acceptable motor vehicle report, clerical and billing experience, able to work Mon-Fri 8:30am-4:30pm, perform front-office duties and client support.
Account Manager - Financial Wellness Solutions - Large Corporate and Vertical
Atlanta or Washington or Baltimore or Tampa or Charlotte or Philadelphia or Raleigh or Little Falls or Birmingham or Miami or Orlando
$55k-$120k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEDevelop and maintain long-term client relationships; provide sales/consultative support; travel within territory; collaborate with client services; strong relationship-building and negotiation 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.
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.
Wettermark Keith: Provides legal representation for personal injury and disability claims.
Paralegal with paralegal/litigation experience supporting personal injury cases; drafting pleadings, managing case files, medical record review, legal research (LexisNexis), e-filing and client communication.
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.