Wealth Management Client Advocate

Dormont Manufacturing Company

Birmingham, AL

JOB DETAILS
SKILLS
Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Detail Oriented, Manufacturing, Operations Management, Wealth Management
LOCATION
Birmingham, AL
POSTED
Today

Dormont Manufacturing Co in Birmingham, Alabama, is seeking a proactive client service support representative. This role involves assisting Financial Advisors with their client service needs, ensuring excellent communication and operational efficiency.The ideal candidate is client-focused with a strong work ethic and is detail-oriented. Responsibilities include educating clients on available services, managing requests, and supporting team dynamics, all while promoting client advocacy.#J-18808-Ljbffr

About the Company

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Dormont Manufacturing Company