About this role
Client Services Associate - Birmingham, AL at Savant Wealth Management. Location: Birmingham, Alabama, United States. Role: Provide contact, Schedule meetings, Maintain records Requirements: Bachelor's or Associate's degree preferred; 2+ years client services in financial services; proficiency in Word, Excel, PowerPoint, Outlook, and CRM; strong communication and confidentiality. Category: Administrative & Clerical Support Seniority: Mid Level Tools: Word, Excel, PowerPoint, Outlook, CRM, Salesforce Commitment: Full Time Workplace: Onsite Languages: English