What are the responsibilities and job description for the Client Service Representative position at Leavell Investments?
Company Description: Leavell Investments is an independent investment advisor that has provided trusted investment solutions since 1979. The firm serves a diverse client base, including individuals, businesses, trusts, endowments, and retirement plans. Its investment management approach emphasizes diversification and the long-term benefits of compounding. Leavell Investments offers customized advice tailored to each client’s unique life and business circumstances, focusing on building lasting relationships. Applicants can learn more about the firm’s services and philosophy by visiting the company website.
Role Description: This is a full-time, on-site Client Service Representative role based in Birmingham, AL. The Client Service Representative will handle incoming client inquiries by phone, email, and in person, providing accurate information about accounts and services. The role includes resolving issues, documenting interactions in internal systems, and coordinating with investment advisors and operations staff to ensure timely follow-up. The representative will support onboarding of new clients, update client records, and assist with routine administrative tasks. This position requires maintaining a professional, client-focused demeanor and upholding confidentiality and regulatory standards in all interactions.
Qualifications:
- Demonstrated experience in Client Service and Client Support, ideally in financial services or a related professional environment.
- Ability to foster strong Client Experience and Client Satisfaction through clear communication and problem-solving.
- Background as a Client Service Representative or in similar client-facing roles.
- Strong written and verbal communication skills, with attention to detail and accuracy.
- Comfort with learning and using CRM or account management systems; proficiency in common office software (e.g., email, spreadsheets, word processing).
- Ability to manage multiple tasks, prioritize effectively, and collaborate with on-site team members.
- High level of integrity, professionalism, and respect for client confidentiality and regulatory requirements.
- Associate or bachelor’s degree in business, finance, communications, or a related field is preferred but not required.
To apply, please send your resume to careers@leavellinvestments.com.