Customer Relationship Specialist

The Well; Franklin (TN); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

dental

PTO

VTO

financial wellness

401(k) with company match

tuition reimbursement

Job summary

The Well in Franklin, TN is seeking a Client Relationship Specialist to support senior advisors by managing client relationships, preparing for meetings, handling paperwork, and ensuring follow-through. This in-office role requires 3+ years in financial services, a Series 65 preferred, and strong communication.

You’ll keep calendars, coordinate reports, and help with events, while staying committed to high-net-worth clients.

Qualifications

• 3+ years in financial services, wealth management, or RIAs.
• Series 65 license preferred, or willingness to obtain.
• Bachelor's degree preferred, not required.
• Strong communication and relationship management skills.
• Attention to detail across multiple systems.
• Proven track record of staying in roles and growing within them.

Responsibilities

• Prepare for and follow up on client meetings, including reports and paperwork
• Serve as a go-to contact for clients by phone, email, and in person
• Handle account opening, investment paperwork, money movement, and reporting
• Place trades at an advisor's direction
• Keep advisor calendars, deadlines, and client records organized
• Support client events and day-to-day office needs

Skills

Communication

Relationship management

Attention to detail

Tenure

Education

Bachelor's degree

Series 65 license

Job description

Client Relationship Specialist | Franklin, TN

We're looking for someone clients and advisors can count on to keep things organized, on track, and handled with care.

Location: Franklin, TN (in office)

Compensation: $70,000-$80,000 based on experience, bonus eligible

Status: Full time

The Role

Support senior advisors by managing client relationships, meeting prep, paperwork, and follow-through, so clients feel taken care of and advisors can focus on planning. New business development is handled separately; this role is 100% client care and advisor support.

What You'll Do

• Prepare for and follow up on client meetings, including reports and paperwork
• Serve as a go-to contact for clients by phone, email, and in person
• Handle account opening, investment paperwork, money movement, and reporting
• Place trades at an advisor's direction
• Keep advisor calendars, deadlines, and client records organized
• Support client events and day-to-day office needs

What You'll Bring

• 3+ years in financial services, ideally wealth management or an RIA
• Series 65 license preferred, or willingness to obtain
• Bachelor's degree preferred, not required
• Strong communication and relationship management skills
• Sharp attention to detail across multiple systems and priorities
• A track record of sticking with roles and growing within them

Growth Path

• Toward financial planning: support pursuing a CFP or FPQP designation
• Toward deeper client service: family office work with top-tier clients

Benefits:

• Health insurance
• dental
• PTO
• VTO
• financial wellness
• 401(k) with company match
• tuition reimbursement

Family-run RIA focused on high-net-worth clients, and that invests in the people who invest in them.