Overview
Client Service & Operations Assistant Jobs in Birmingham, AL at Meld Financial
Position Overview
Meld Financial is seeking a professional, personable, and detail-oriented Client Service & Operations Assistant to support the daily flow of our office, serve as a welcoming first point of contact for clients and visitors, and assist our team with administrative and client service needs.
This role includes traditional front-office responsibilities such as greeting clients, answering phones, scheduling appointments, and helping keep the office organized. It also offers the opportunity to learn more about the financial advisory industry through exposure to client paperwork, account service requests, advisor support, and internal operational processes.
The ideal candidate is dependable, organized, client-focused, and eager to learn. This is a great opportunity for someone who enjoys helping people, working as part of a team, and growing their knowledge over time.
Key Responsibilities
Responsibilities include, but are not limited to:
- Greet clients, guests, and visitors in a warm and professional manner.
- Answer incoming calls and direct inquiries to the appropriate team member.
- Assist with scheduling, confirming appointments, and meeting preparation.
- Maintain a clean, organized, and welcoming reception and client meeting area.
- Prepare, scan, copy, organize, and file documents as needed.
- Assist with correspondence, mailings, supply orders, and general office support.
- Help assemble, organize, and track client paperwork.
- Assist with new account forms, transfer paperwork, beneficiary updates, and other client service documents.
- Communicate with clients, custodians, and business partners to help gather information or follow up on administrative items.
- Support advisors and team members with day-to-day administrative and operational needs.
- Learn internal systems, workflows, and processes used to support clients and advisors.
- Assist with special projects and other duties as assigned.
Ideal Candidate
The ideal candidate will have:
- A professional, courteous, and client-service-oriented approach.
- Strong attention to detail and accuracy.
- Good verbal and written communication skills.
- The ability to organize, prioritize, and manage multiple tasks.
- A dependable and team-oriented work style.
- A willingness to learn new systems, processes, and industry terminology.
- The ability to maintain confidentiality and handle sensitive information appropriately.
- A proactive attitude and willingness to ask questions, take initiative, and grow.
Qualifications
- Prior administrative, office, customer service, or client-facing experience preferred.
- Proficiency with Microsoft Word, Excel, Outlook, and general office technology.
- Financial services experience is helpful but not required.
- Interest in learning the financial advisory industry is strongly preferred.
Position Note
The responsibilities listed above are intended to describe the general nature of the role and are not an exhaustive list of all duties. Responsibilities may evolve over time based on firm needs and the employee’s growth within the position.
Pay: $35,000.00 – $40,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Title: Client Service & Operations Assistant
Company: Meld Financial
Location: Birmingham, AL
