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Client Services Representative
The Encompass Group Birmingham, AL
$47k-63k (estimate)
Full Time | Business Services 2 Weeks Ago
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The Encompass Group is Hiring a Client Services Representative Near Birmingham, AL

Client Service Representative Opportunity in Birmingham, AL!

Want a company that invests in you rather than treating you like a number? Looking for a company that has direct growth plans?

We are looking for a high-level Client Service Representative to join a boutique firm here in Birmingham. This company provides tremendous training for their employees, creates custom growth paths for each individual, and truly gives everyone a seat at the table. This is a place where your ideas are HEARD. You will have a personal relationship with ownership, direct growth opportunities, and TONS of autonomy in both your work and schedule.

You will:

  • Collaborate with financial advisors to provide support in developing and maintaining financial plans for clients
  • Assist clients with account openings and prepare reports

What you bring:

  • Experience in wealth management or investment banking
  • Associate or Bachelor's degree

If you are looking for a place to truly call a HOME and not an office, please apply today! We can't wait for you to join the family.

Job Type: Full-time

Pay: From $53,000.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Paid training
  • Tuition reimbursement
  • Vision insurance

Compensation package:

  • Bonus opportunities

Schedule:

  • 8 hour shift
  • Holidays
  • Monday to Friday
  • No weekends

Ability to Relocate:

  • Birmingham, AL: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$47k-63k (estimate)

POST DATE

04/06/2024

EXPIRATION DATE

06/05/2024

WEBSITE

encompassgroup.com

HEADQUARTERS

BIG LAKE, MN

SIZE

500 - 1,000

FOUNDED

1916

CEO

TOM FLODQUIST

REVENUE

$50M - $200M

INDUSTRY

Business Services

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About The Encompass Group

WHO WE ARE: The worlds leading manufacturer and marketer of reusable textiles, professional apparel, and disposable and single use medical products. WHAT WE BELIEVE: We believe every patient, resident, caregiver and family member should feel safe and comfortable in todays healthcare environments. HOW WE DO IT: We enhance the healthcare experience for every stakeholder by developing innovative products that are reliably delivered and cost-effective for providers. THE RESULT: Encompass products are consistently recognized as the most innovative and reliable in the field by hospitals, patients, a ... nd caregivers alike, and our solutions are cost effective for all providers. WHY IT WORKS: For nearly a century, Encompass has been helping health care and hospitality organizations create safe and comfortable environments for patients, staff, residents and guests. By focusing on innovation, product knowledge and customer service, the company strives to meet the needs of its clients by always being first in safety and comfort. WHO WE SERVE: Markets served include Acute Care, Senior Living, Long-term Care, Professional Healthcare Apparel, Government Facilities, Healthcare Laundry OUR SECRET INGREDIENT: In addition to providing an extensive range of targeted health care/hospitality products, Encompass also assists its clients by offering a diverse portfolio of health care and hospitality focused services, including cost management programs, professionally certified continuing education courses, and sophisticated interior design capabilities. HOW TO CONTACT US: For more information, please visit us at www.encompassgroup.net, email us at info@encompassgroup.net, or call at (800) 284-4540 More
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The Encompass Group
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$221k-308k (estimate)
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The Encompass Group
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The job skills required for Client Services Representative include Client Service, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Representative job description and responsibilities

Providing the clients with product and service knowledge.

02/20/2022: Colorado Springs, CO

The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.

12/29/2021: Roanoke, VA

The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.

01/13/2022: Santa Ana, CA

The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio

02/10/2022: Fresno, CA

Planning and making a schedule for the monthly meetings with the clients.

03/01/2022: High Point, NC

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Representative jobs

A Client Services Representative needs to be familiar with every part of a site.

01/02/2022: Fargo, ND

Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.

12/22/2021: Elkhart, IN

Review the job description for a Client Services Representative.

01/01/2022: Carson City, NV

The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.

12/30/2021: Santa Rosa, CA

The representative may be seated at a desk or workstation, or they may be on the phone with clients.

02/17/2022: Knoxville, TN

Step 3: View the best colleges and universities for Client Services Representative.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College