Part-Time Client Experience Specialist

STRATOS; Franklin (TN); On-site; USD 28,000 - 39,000; Part time

Job summary

Flagship Financial Advisors in Franklin, TN seeks a Part-Time Client Services Associate to manage daily client interactions and office operations. This high-visibility role focuses on delivering exceptional service and maintaining client relationships while supporting marketing and events activities.

The successful candidate will have 2 years of client service experience, proficiency in MS Office and CRM tools, and familiarity with Canva and Adobe Suite.

Qualifications

• 2 years of high-level client service experience (financial services background preferred but not required).
• Proficiency in Microsoft Office Suite and CRM platforms.
• Familiarity with Canva and Adobe Suite.
• Client-first attitude with outstanding interpersonal skills.
• Strong written and verbal communication skills.

Responsibilities

• Serve as a primary point of contact for client inquiries, providing timely and professional responses.
• Own the client recognition process: birthday cards, anniversary cards, and milestone communications.
• Coordinate client review meetings by scheduling appointments, sending reminders, and executing pre- and post-meeting processes.
• Send new client welcome letters and other ongoing client communications.
• Assist the CSM with documentation requirements for new accounts and account transfers.
• Maintain and update client files, electronic records, and CRM data.
• Keep conference rooms prepared for client appointments, including supplies and A/V setup.
• Maintain office supply inventory and restock as needed.
• Communicate with building management for maintenance and facility requests.
• Set and track temporary office reservations.
• Compile guest lists and invitations for client events.
• Coordinate with venues for reservations and event logistics.
• Assist with social media postings and monthly campaigns.
• Maintain marketing material library and liaise with vendors on ordering and cost estimates.

Skills

Client service

MS Office

CRM platforms

Canva

Adobe Suite

Communication

Time management

Organization

Education

Bachelor's degree or equivalent

Job description

Flagship Financial Advisors in Franklin, TN seeks a Part-Time Client Services Associate to manage daily client interactions and office operations. This high-visibility role focuses on delivering exceptional service and maintaining client relationships while supporting marketing and events activities.

The successful candidate will have 2 years of client service experience, proficiency in MS Office and CRM tools, and familiarity with Canva and Adobe Suite.