Client Service Associate

We are currently accepting applications for a full time Client Service Associate.

We are a planning-centric wealth management firm, providing high-quality, value-added services for families. We do this on a fee-only basis which means our clients pay us directly, and we do not accept incentives or commissions from financial product providers, minimizing conflicts of interest. Our work is collaborative in nature - with the client, their other advisors (CPA, attorney), and with our team. Please review our website to understand what we do and what is important to us.

THE POSITION: Our new colleague will work with others on our team and the client to open new accounts, transfer investments from external custodians, transfer money between client accounts, work with clients on transactions, and prepare for advisor-client meetings. Time will be spent managing client information, such as preparing information that will be used for financial plans. Additionally, this position will include working with industry technology tools and collaborating with other team members and outside professionals, both in person and electronically.

This is a full time position in our Hoover, Alabama office.

WE ARE SEEKING SOMEONE WHO IS:

• Passionate about the value that financial planning brings to the lives of our clients.
• Committed to the clarity that comes with a fee-only compensation model.
• Committed to the fiduciary relationship with our clients which leads us always to act in their best interests.
• Embracing of our core values of focus, personal connection, thoughtfulness, transparency, collaboration, and fiscal prudence.
• Naturally process oriented and intentional, attentive to details.

WE ARE SEEKING SOMEONE WHO HAS:

• A bachelor's degree or two years' experience in a bank or financial services firm in a similar support role.
• Polished and professional communication skills, both written and verbal.
• Experience with account applications, transfers, and transactions at popular custodians, especially at Charles Schwab & Co., Inc.

WE OFFER: A professional, attractive office (Inverness Center Parkway), a competitive salary, a generous retirement plan, PTO plan, profit share bonus, a family friendly, very flexible work schedule, and an opportunity for advancement through a path toward the CERTIFIED FINANCIAL PLANNER® (CFP®) professional designation.

To explore working with us, please review and apply through our website at timberchase.net/work-with-us.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

• Flexible schedule
• Health savings account
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan

Compensation Package:

• Bonus opportunities

Schedule:

• Monday to Friday

Experience:

• banking or wealth management: 2 years (Required)

Work Location: In person

Salary : $20 - $25