Client Service Specialist - RIA / Wealth Tech Platform

Jobot; Nashville (TN); On-site; USD 100,000 - 130,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team as a Client Services Representative. In this dynamic role, you will empower financial advisors by teaching them how to leverage core technology solutions to enhance their business operations. You will play a crucial part in optimizing workflows and ensuring efficient service delivery across multiple office locations. If you're passionate about technology and financial services, this is an exciting opportunity to make a meaningful impact in the wealth management sector. Join a forward-thinking company that values innovation and offers robust benefits to support your career growth.

Benefits

Premium health insurance

Dental insurance

Vision insurance

401(K) with Company Match

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Paid Time Off (PTO)

Qualifications

• Familiarity with custodians and performance reporting systems.
• Understanding of financial planning and CRM technologies.

Responsibilities

• Teach financial advisors to operate their business using technology solutions.
• Communicate and educate RIAs on technological connectivity.

Skills

Communication Skills

Operational Workflow Optimization

Financial Technology Knowledge

Customer Relationship Management (CRM)

Education

Bachelor's Degree in Finance or Related Field

Tools

Salesforce

Fidelity

Black Diamond

Job description

Job details

Client Services / RIA / financial services industry

This Jobot Job is hosted by Katrina McFillin.

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Salary: $100,000 - $130,000 per year

A Bit About Us
We provide technology-enabled wealth management solutions and business services to financial advisory firms, helping them achieve independence, scale operations, and grow through a comprehensive platform of software tools, investment management capabilities, and strategic business services.

Why join us?
Premium health, dental, and vision insurance
401(K) + Company Match
FSA / HSA
PTO

Job Details
You will be teaching financial advisors how to operate their business using core technology solutions. This role will serve within one of our Network Partner offices. You will be clearly communicating and educating RIAs on technological connectivity and supporting Financial Advisors and their teams across 7 office locations. You will optimize operational workflows powered by our technology to enhance efficiency and service delivery.

You have familiarity with custodians, performance reporting, financial planning and CRM technologies and will understand how these systems integrate within a proprietary tech stack. Specific experience with Fidelity, Black Diamond, and Salesforce are preferred.

Seniority level: Entry level

Employment type: Full-time

Job function: Other

Industries: Human Resources Services, Technology, Information and Internet, and Hospitals and Health Care

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