Client Onboarding & Services Specialist

FMG Suite. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC; Franklin (TN); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

401(k) plan

Profit sharing

Paid holidays

Generous PTO

Career Growth

Office hours

Job summary

The Wealth Management Group in Cool Springs, TN is seeking a Client Services Associate to support Financial Advisors, onboard new clients, and handle account maintenance requests. You will manage referrals, updates, and client communications in a professional, service-oriented environment.

Ideal candidates have 2+ years of experience in financial services, strong Microsoft Office and CRM skills, and the ability to work independently while maintaining accuracy and confidentiality.

Qualifications

• Experience assisting a Financial Advisor.
• Strong communication and confidentiality.
• Proficiency with Microsoft Office and Salesforce.
• Detail-oriented and organized; able to multitask.

Responsibilities

• Maintain professional communication with clients and staff in the office by taking calls, responding to emails, and greeting clients and vendors in the office.
• Serve as the primary point of contact for new clients during the onboarding process.
• Guide clients through initial setup and transfer of their accounts as well as helping them with online access.
• Develop and maintain strong relationships with clients to ensure satisfaction and retention.
• Assist the financial advisors and team with all aspects of managing client accounts.
• Identify potential challenges and proactively address client concerns.
• Assist the advisor with pre-appointment preparation for new clients and generating reports for existing clients.
• Maintain accurate records of client interactions and onboarding progress.
• Support the marketing team with event planning and execution, as needed.
• Update pending business summary sheet for advisor’s attention when documents are outstanding.
• Update contact management systems such as Salesforce, CRM, etc.
• Suggest improvements to office processes and anticipate advisors’ needs.
• Perform clerical duties such as filing, scanning, and managing paperwork.

Skills

Associate's degree experience

Experience with Financial Advisor

Microsoft Office proficiency

CRM/Salesforce experience

Communication skills

Integrity and confidentiality

Organizational skills

Multitasking in fast-paced environment

Education

Associate degree or higher

Tools

Salesforce/CRM

Microsoft Office Suite

Job description

The Wealth Management Group in Cool Springs, TN is seeking a Client Services Associate to support Financial Advisors, onboard new clients, and handle account maintenance requests. You will manage referrals, updates, and client communications in a professional, service-oriented environment.

Ideal candidates have 2+ years of experience in financial services, strong Microsoft Office and CRM skills, and the ability to work independently while maintaining accuracy and confidentiality.