Client Services Associate - Wealth Management

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 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