IN-OFFICE | FULL-TIME
Boulo is recruiting a Wealth Client Support Specialist for our client, a values-driven, community-focused institution offering personalized wealth management and banking solutions, backed by a culture of professionalism, integrity, and innovative spirit.
Employment Type: Full-time
Pay Range: $50,000 – $65,000
Flexibility: Small team environment and flexible work culture
Benefits: Yes
Join a team where service meets purpose. A Birmingham-based private banking institution is growing and seeking a professional, client-focused Wealth Client Support Specialist to join their high-performing team. This is a full-time, on-site role where you’ll be instrumental in onboarding new wealth clients, managing service interactions, and supporting financial advisors in delivering a seamless experience. This role is ideal for someone who enjoys being the go-to person — the one who ensures every “i” is dotted and every client feels confident and cared for.
Responsibilities:
- Lead the new client onboarding process — from document collection and compliance to setting up accounts and introducing clients to internal systems.
- Provide day-to-day administrative and operational support to Client Advisors, ensuring they can focus on building relationships and delivering financial solutions.
- Respond to phone calls and emails with professionalism, urgency, and warmth. Help with account changes, reporting needs, and general troubleshooting.
- Serve as a first line of defense against fraudulent activity, reviewing transactions and maintaining accurate records.
- Help train advisors on internal systems and workflows. Partner closely with wealth management and operations teams to ensure a consistent client experience.
Requirements:
- Have 1-3 years of of experience in financial services and a client-facing support role, ideally in wealth management
- Familiarity with investment or financial planning tools a plus
- Enjoy building trusted client relationships and solving problems proactively
- Are highly detail-oriented and well-organized — even when juggling multiple priorities
- Can make sound decisions independently and value professionalism and confidentiality
About Boulo: Don’t let your job search end here. Boulo is a recruiting platform that goes beyond titles and timelines. We help experienced, knowledgeable professionals stand out to hiring managers by showcasing value through a skills-first approach. If you’re tired of being overlooked on other job boards and seeking a new opportunity, join Boulo here: https://boulosolutions.com/