About the Role. Keystone Financial Group, an affiliate of inSOURCE Financial Advisors, is seeking a. Client Service Assistant. to join our team in Trussville, AL. In this client-facing role, you’ll help deliver a seamless, integrated experience by supporting our advisors and building trusted client relationships. What You’ll Do. Serve as the first point of contact for clients—answering calls, scheduling appointments, and ensuring every interactio...
