Client Services Associate

Wiley Bros. - Aintree Capital; Nashville (TN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits

Potential for growth

Training and licensing covered

Job summary

Wiley Bros. - Aintree Capital, a renowned investment firm in Nashville, is searching for a Client Service Associate. This full-time, entry-level position offers comprehensive training and the potential for growth in the company. Responsibilities include assisting with daily office tasks, managing client documentation, and supporting financial advisors. Candidates should hold a Bachelor's degree and possess strong communication, time management, and problem-solving skills.

Qualifications

• Bachelor's degree or equivalent experience.
• Comfortable in a fast-paced work environment where accuracy is vital.
• Strong communication and interpersonal skills.

Responsibilities

• Assist in daily office needs, record management, and general administrative activities.
• Interact with prospective and existing clients on the phone and in person.
• Ensure accurate submission of account documentation.

Skills

Interpersonal skills

Communication skills

Problem solving skills

Time management

Education

Bachelor's degree or equivalent experience

Job description

We are a long-standing and well-known Nashville-based investment firm, licensed in all 50 states, looking for a responsible Client Service Associate to perform a variety of tasks. This is a full-time entry-level position with benefits and potential for growth within the company. Additionally, the company will train and pay for necessary regulatory licensing.

Responsibilities

• Assisting in daily office needs, record management, and managing our company’s general administrative activities
• Interact daily on the phone and in person with prospective and existing clients.
• Ensure account documentation is accurately and successfully submitted. This includes preparing documents to be presented to clients, obtaining appropriate signatures, submission, and follow-up of new account documentation.
• Perform administrative duties that support Financial Advisors and firm leadership in daily business practices.
• Schedule and coordinate meetings, events, and appointments for advisors.

Qualifications

• Bachelor's degree or equivalent experience
• Comfortable working in a fast-paced, dynamic business environment in which accuracy and attention to detail are crucial
• Strong interpersonal and communication skills
• Demonstrates flexible and efficient time management and the ability to prioritize workload
• Problem solving, diligence, and analytical skills