Client Service Representative
- Leavell Investment Management, Inc.
Job Description
The Birmingham office of Leavell Investment Management is seeking a Client Service Representative. The ideal candidate will have previous experience supporting high net worth clients in a client driven support role. This position functions as a partner to the firm’s investment professionals and clients.
Responsibilities include preparing new account documents, managing client asset movements, preparing reports and presentations, and participating in client meetings. Ideal candidates will have the following:
- Investment industry experience
- Excellent communication skills
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Strong attention to detail
Our culture is client focused and collaborative. We offer competitive benefits and a family-oriented atmosphere.
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Leavell Investment Management, Inc. (“Leavell”), formerly T. Leavell & Associates, Inc., was established in 1979 in Mobile, Alabama, by Thomas W. Leavell. Today, Leavell employs nineteen investment professionals, has an additional office in Birmingham, and has become one of the larger independent investment counseling firms in the Southeast.
Leavell provides investment management services to its clients based on discretionary authority provided to the Firm by clients at the outset of the investment advisory relationship, which is discussed in more detail in our ADV. Clients of the Firm include individuals, families, and businesses; trusts; estates; pension and profit sharing plans; 401(k) plans; endowments and foundations; and two registered no-load mutual funds.
