Client Services Associate

Client Services Associate Will Scroggins Wealth Team

SageSpring Wealth Partners | Birmingham, AL | Full-Time | In-Office

The Will Scroggins Wealth Team is looking for a detail-oriented, people-oriented Client Services Associate who enjoys working directly with clients and being part of a collaborative team. As part of SageSpring Wealth Partners, youll join a growing, established wealth management firm known for its strong culture and commitment to its people. SageSpring has been recognized as a USA TODAY Top Workplace, one of Financial Plannings Best Workplaces in Money Management, one of the Nashville Business Journals 25 Fastest-Growing Companies, and among CityWires fastest-growing RIAs. This is a full-time, in-office position based in Birmingham, Alabama.

What Youll Do

Serve as a professional, friendly point of contact for clients and help create a welcoming, high-touch client experience

Communicate with clients by phone, email, and in person to assist with service needs, paperwork, and follow-through

Help manage advisor calendars and coordinate client meeting scheduling

Prepare client meeting materials and help ensure meetings and follow-up are organized and executed smoothly

Coordinate client requests and action items with advisors and other team members

Track tasks, deadlines, and client requests to ensure complete and timely follow-through

Maintain accurate and up-to-date client information in Salesforce and other systems

Manage multiple priorities and shift between tasks as client and team needs change

Approach day-to-day responsibilities with flexibility, ownership, and attention to detail

Work closely with advisors and team members to deliver an excellent and consistent client experience

Communicate openly, ask questions, and proactively help move team priorities forward

Anticipate team needs and contribute to organized, efficient processes

Enjoy being part of a collaborative, high-performing team

Who You Are

Professional, warm, and confident when interacting with clients

Genuinely enjoy talking with people and building positive relationships

Detail-oriented, organized, and dependable

Strong in execution and follow-through

Flexible and comfortable shifting between priorities

Team-oriented, collaborative, and eager to contribute

Tech-savvy and comfortable learning new systems and tools

Qualifications

13 years of experience in financial services, operations, or client service preferred, but not required

Wealth management or financial services experience is a plus

Proficient in Microsoft Office, including Word, Excel, and PowerPoint

Experience with Salesforce or similar CRM software is a plus

Bachelors degree preferred

Compensation & Benefits

Competitive salary

Health insurance

401(k) retirement plan

Professional development support

Opportunity to grow within a successful and expanding wealth management firm

Supportive, team-oriented culture with clear processes and high expectations

Stable, established team

How to Apply

Submit your resume to View email address on click.appcast.io