May 01, 2023

Client Service Representative

  • Leavell Investment Management, Inc.
Full time Customer Service

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.

Apply Now