Kelley & Mullis Wealth Management · 10 hours ago
Client Services Associate
Vestavia Hills, AL
Full-time
Onsite
New Grad, Entry LevelKelley & Mullis Wealth Management is an independent wealth management firm committed to providing personalized financial services. The Client Services Associate role involves delivering high-quality administrative and operational support to advisors while ensuring smooth daily office operations and excellent client service.
ConsultingFinancial ServicesLegal
Hiring Manager
Laura Southeard
Responsibilities
Serve as a primary point of contact for incoming calls and client inquiries, routing as appropriate
Respond to client service requests and assist with problem resolution
Correspond with clients regarding new accounts, asset transfers, distributions, and required documentation
Schedule advisor appointments and manage calendars and reminders
Prepare reports and materials at advisors’ request
Assist with event planning and client communications
Process check deposits and money movement requests per advisor or client direction
Communicate with the broker/dealer and product providers as needed
Maintain required broker records, logs, and blotters
Enter and maintain accurate client data in the CRM (Redtail)
Document daily activities and service actions
Scan, file, organize, and maintain all client paperwork and records
Manage mail processing, office supplies, labels, and shipping
Maintain office equipment and technology
Utilize internet-based tools and systems to process and follow up on business
Coordinate with the PR firm for social media and client newsletters
Perform client service and administrative tasks as needed
Complete miscellaneous duties as assigned
Qualification
Required
Eager learner with a positive, proactive attitude
Comfortable working independently and managing multiple tasks
Proficiency in various software packages – Microsoft Office, Outlook, and ChatGPT
Creative thinker who can contribute ideas and take initiative
Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced environment
Strong verbal and written communication skills are required to interact with team members and stakeholders efficiently
Skilled in operating various office equipment including personal computer, fax and copier
Must be located in commutable distance to Birmingham, Alabama, United States
Preferred
Familiarity with marketing automation platforms and performance marketing techniques is highly desirable
Bachelor's degree or equivalent experience preferred, but not required
Company
Kelley & Mullis Wealth Management
Kelley & Mullis Wealth Management is an independent financial services firm.
Founded in 1987
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michael Mullis
Managing Partner
Company data provided by crunchbase