Client Relationship Associate

Liberty Personnel Services, Inc.

Knoxville (TN)

On-site

USD 55,000 - 75,000

Full time

4 days ago

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Job summary

Liberty Personnel Services, Inc. is seeking a Client Relationship Associate with wealth management experience to serve as the main contact for client households.

You will support a lead advisor in meetings focused on planning, life events, and investments, coordinating with planning, tax, and investment teams to ensure a seamless client experience. The role emphasizes proactive communication, CRM discipline, and ownership in a process-driven environment.

Qualifications

Wealth management experience with client-facing focus.
Experience supporting advisors in planning and investments meetings.
Strong CRM and record-keeping skills in Salesforce.
Willingness to pursue CFP certification (optional).

Responsibilities

Be the main contact for an assigned book of client households.
Support a lead advisor in client and prospect meetings on planning, life events, and investments.
Coordinate with planning, tax, and investment teams for a seamless client experience.
Keep thorough records and follow-through in Salesforce.

Skills

Relationship building

Client-facing experience

Salesforce CRM

Financial planning knowledge

Education

CFP certification (optional)

FINRA licensing (required)

Tools

Salesforce

Job description

A well established local company is looking to add a Client Relationship Associate to their growing team. They are seeking someone with client facing wealth management/financial planning experience.

Qualified candidates will have experience with most of the following:

Be the main contact for an assigned book of client households, proactively building relationships
Support a lead advisor in client and prospect meetings on planning, life events, and investments
Coordinate with planning, tax, and investment teams for a seamless client experience
Keep thorough records and follow-through in Salesforce
Get support to earn your CFP® (optional)
FINRA licensing required
Strong ownership and proactive communication in a process-driven environment; CRM experience preferred