Client Services Associate

The Wealth Management Group; Franklin (TN); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

401(k) plan

3% non-elective safe harbor 401(k) by‑

Profit sharing

Paid holidays

Generous PTO

Team oriented environment

Career Growth

Office hours: 8:30am–5:00pm Mon–Thu; 8

Job summary

The Wealth Management Group in Cool Springs, TN seeks a Client Services Associate to onboard new clients and service existing accounts. You will handle beneficiary changes, withdrawals, client calls, and prepare account summaries for advisor meetings.

We value organized, detail-oriented professionals who enjoy building relationships with clients and prospects. This in-office role requires strong communication, Salesforce experience, and the ability to work with little supervision in a

Qualifications

• Associate’s degree (or higher) preferred.
• Minimum 2 years of experience working alongside a Financial Advisor.
• Advanced Microsoft Office skills with ability to become familiar with firm-specific programs and software.
• CRM/Salesforce experience.
• Excellent written and verbal communication skills.
• Ability to handle sensitive information with integrity, accountability, and confidentiality.
• Strong organizational skills and attention to detail.
• Ability to multitask and work efficiently in a fast-paced environment.

Responsibilities

• Maintain professional communication with clients and staff 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 by working together to ensure satisfaction and long-term 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.
• Make suggestions to systematize and improve office functioning and anticipate advisors’ needs and handle them proactively.
• Perform clerical duties such as filing, scanning, and managing paperwork.

Skills

Customer service

Communication skills

Organizational skills

Attention to detail

Multitasking

Education

Associate’s degree (or higher)

Tools

Microsoft Office

CRM/Salesforce

Job description

The Wealth Management Group

Client Services Associate

Who We Are

The Wealth Management Group is a service-oriented financial consulting firm providing an array of services ranging from investments to insurance and retirement planning. We utilize proven financial strategies, effective systems and a focused approach to help our clients achieve their long-term goals. Our office is located in Cool Springs and provides a comfortable and professional work environment. Our office culture is friendly and relaxed without sacrificing our dedication to excellence.

Job Description

This position requires working with Financial Advisors to onboard new clients in addition to servicing our existing client base with account maintenance requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation that includes updating account summaries for review meetings between our clients and their advisor(s).

We are looking for someone with experience in the financial services industry who is passionate about client success and who is excited about building relationships with clients and prospects. We need a team member who is organized and detail oriented, and who will be able to service clients and their accounts with limited supervision.

Key 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 by working together to ensure satisfaction and long-term 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.


• Make suggestions to systematize and improve office functioning and anticipate advisors’ needs and handle them proactively.


• Perform clerical duties such as filing, scanning, and managing paperwork.

Required Skills

• Associate’s degree (or higher) preferred


• Minimum 2 years of experience working alongside a Financial Advisor


• Advanced Microsoft Office skills with ability to become familiar with firm-specific programs and software


• CRM/Salesforce experience


• Excellent written and verbal communication skills


• Ability to handle sensitive information with a high degree of integrity, accountability, and confidentiality


• Strong organizational skills and attention to detail


• Ability to multitask and work efficiently in fast paced environment

Employee Benefits & Perks

• 401(k) plan- eligible after 90 days


• 3% non-elective safe harbor 401(k) contribution by employer after 90 days


• Profit sharing


• Paid holidays


• Generous PTO- receive 10 PTO days annually after 90 days of employment, increasing to 14 days after one year of full-time employment.


• Team oriented environment- a collaborative workplace where your contributions are valued.


• Career Growth- we are committed to your professional and personal development, providing opportunities for continuous growth and development


• Office hours- 8:30am -5:00pm Monday – Thursday; 8:30-3pm Fridays.

Base Salary Range: $60,000 - $70,000- depending on experience.

Job Type: This position will be full-time in office in Cool Springs, TN