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Client associate Jobs in Birmingham, AL

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Client associate • birmingham al

Last updated: 22 hours ago

Client Associate

ServisFirst BankBirmingham, AL, US
Full-time

At ServisFirst, Our Name is Our Mission.Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related repo... Show more

Wealth Management Client Associate

Bank of AmericaBirmingham, AL, United States
Full-time

Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio... Show more

Associate Client Advocate - Construction

Willis Towers WatsonBirmingham, AL, United States
$90,000.00 yearly
Full-time

The Associate Client Advocate is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, o... Show more

Jewelry Associate

TJ MaxxHoover, Alabama, US
$12.00 hourly
Full-time

TJ MaxxAt TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritiz... Show more

 • Promoted

Client Executive

JobotBirmingham, Alabama, US
$170,000.00 yearly
Full-time

This Jobot Job is hosted by: Merwan Zattam Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.Salary: $170,000 - $210,000 per year A bit about us: We exist... Show more

Registered Client Service Associate

Ameriprise FinancialBirmingham, AL, United States
Full-time

Registered Client Service Associate.Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty.As a Registered Client Service Associate, you will provide dedic... Show more

Work From Home - Client Services Associate

AOGarciaBirmingham, AL, United States
Full-time

Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ... Show more

Merchandise Associate

MarshallsBirmingham, Alabama, US
$12.00 hourly
Full-time

MarshallsAt TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and priorit... Show more

 • Promoted

Client Specialist

First Horizon BankBirmingham, Alabama, US
Full-time

Location: Onsite at the location listed in the job posting.Summary Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document p... Show more

Registered Client Service Associate

00015 Ameriprise Financial Services, LLC.Birmingham, Alabama
Full-time +1

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loy... Show more

Client Services Associate (Field)

S&A GroupBirmingham, Alabama, United States
Full-time

We serve communities across Alabama, Mississippi, Louisiana, and Michigan by providing valuable coverage options designed to ease the financial burden of end-of-life expenses.We proudly offer solut... Show more

 • New!

Client Service Manager

Arthur J Gallagher & CoBirmingham, AL, United States
Full-time

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be backed by our digital ecosystem: a ... Show more

Brokerage Client Service Associate - Birmingham, Alabama

SunTrust Investment Services, Inc.Birmingham, AL, United States
Full-time

This is an in office position located in Birmingham, Alabama.Responsible for the general servicing and support of the Financial Advisors.This includes administrative and operational support, busine... Show more

Client Consultant

Alpine Legacy GroupBirmingham, AL, US
Full-time

At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential.We help protect families, nurture leaders, and build meaningful careers grounded in integrity, g... Show more

Brokerage Client Service Associate - Birmingham, Alabama

TruistBirmingham, AL, United States
Full-time

This is an in office position located in Birmingham, Alabama.Responsible for the general servicing and support of the Financial Advisors.This includes administrative and operational support, busine... Show more

Client Sales Associate

Stratford DavisBirmingham, AL, us
Full-time

As an Client Sales Associate, you will play a key role in helping individuals and families make informed financial decisions.In this position, you’ll deliver personalized guidance by understanding ... Show more

Associate Director of Sales & Client Growth

Digital Motion Event ServicesBirmingham, Alabama, United States
Full-time

Associate Director of Sales & Client Growth.Join Digital Motion, a fast-growing, dynamic event planning, production, and technology services company.We partner with corporate and association cl... Show more

Client Service Representative

Ethos Veterinary HealthBirmingham, AL, US
$16.00 hourly
Full-time
Quick Apply

Veterinary Client Service Representative .Birmingham, AL Full-Time | Hours Vary 7am - 8:.Alternating Weekends $16 - $18/hr, based on experience    Compensation:  $16 - $18/hr, b... Show more

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Client Associate

Client Associate

ServisFirst BankBirmingham, AL, US
12 days ago
Job type
  • Full-time
Job description

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related reports as needed. Assignments will depend on the local region and the individual needs of officers, who require varying degrees of assistance depending on specialty (commercial loans, executives, management duties) and technical knowledge (ex., some officers manage their own calendars, some delegate to an assistant).

The incumbent will perform duties in the following areas:

  • Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.)
  • Examine documents to identify missing, incomplete, or inconsistent information such as signatures, notarization, initials, terms, etc.
  • Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officer
  • Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
  • Respond to telephone and email inquiries on behalf of the officer
  • Coordinate responses among multiple parties as needed, serving as a single point of contact
  • Advise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc.
  • Schedule events such as meetings, conferences, sales appointments, etc.
  • Prepare reports and distribute as appropriate
  • Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of office
  • Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

Note: Additional duties and responsibilities may be assigned

MINIMUM QUALIFICATIONS

  • High school diploma or equivalent; some college preferred
  • Administrative experience; financial services environment preferred
  • Experience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issues
  • Proficient with Microsoft Outlook, Word, Excel and PowerPoint
  • Experience coordinating shared resources and working successfully with team members
  • Knowledge of loan documents, approval process and general Bank policies and procedures
  • Excellent organizational and time management skills, as demonstrated in experience handling multiple tasks and client requests within deadline

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of:

  • Sustained standing and sitting
  • Frequent use of PC, including typing or sustained attention to monitor
  • Occasional lifting of basic office files or equipment up to 20 lbs
  • Normal office environment with comfortable internal temperatures and low level noise

EOE/AA