Client Success Associate — Hybrid Financial Services

Caldwell Advisors, LLC; Brentwood (TN); Hybrid; USD 50,000 - 55,000; Full time

Benefits offered by this job

401(k) plan

Profit sharing

Paid holidays

Hybrid work environment

Job summary

A customer-focused financial advisory firm in Brentwood seeks a Client Services Associate. This role involves building client relationships, assisting financial advisors with account management, and maintaining compliance in a supportive environment. The candidate should possess a Bachelor's Degree and 2-4 years of relevant administrative experience, with advanced skills in Microsoft Office and familiarity with Salesforce CRM. The position offers growth potential into roles such as Client Services Manager or Financial Planner. Benefits include a hybrid work environment and a 401(k) plan.

Qualifications

• 2-4 years of proven success in an administrative support function in a financial services setting.
• Advanced Microsoft Office skills required.
• Ability to handle sensitive information with integrity.

Responsibilities

• Establish relationships with clients as the first line of contact.
• Assist financial advisors with client account management.
• Open and service new accounts.
• Schedule client-advisor meetings.

Skills

Client relationship management

Communication skills

Detail orientation

Team collaboration

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Salesforce CRM

Job description

A customer-focused financial advisory firm in Brentwood seeks a Client Services Associate. This role involves building client relationships, assisting financial advisors with account management, and maintaining compliance in a supportive environment. The candidate should possess a Bachelor's Degree and 2-4 years of relevant administrative experience, with advanced skills in Microsoft Office and familiarity with Salesforce CRM. The position offers growth potential into roles such as Client Services Manager or Financial Planner. Benefits include a hybrid work environment and a 401(k) plan.