Client Services Associate - Growth Path with Licensing Support

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

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.