Wealth Client Experience Specialist

Windward Recruiting; Nashville (TN); On-site; USD 58,500 - 71,500; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) with employer matching

Paid time off

Volunteer time off

Tuition reimbursement

Professional growth opportunities

Job summary

Windward Recruiting is seeking a Client Relationship Specialist to deliver an exceptional client experience while supporting financial advisors in a planning-focused wealth management environment.

This full-time, in-office role in Franklin, Tennessee emphasizes high-touch service, coordination of client meetings, and accurate handling of investment paperwork and reporting across CRM systems.

Qualifications

• 3+ years in financial services, wealth management or independent RIA.
• Series 65 license preferred or willingness to obtain.
• Bachelor's degree preferred but not required.
• Strong client service, communication, and relationship management.
• Excellent organizational skills with multi-tasking ability.

Responsibilities

• Serve as a trusted client contact via phone, email, and in person.
• Prepare for meetings by coordinating reports and investment updates.
• Assist with account openings, paperwork, and money movement requests.
• Execute investment trades as directed by advisors with accuracy.
• Guide clients through the firm portal and answer questions.
• Maintain advisor calendars and coordinate client meetings.
• Keep client records and CRM data accurate.
• Support client events, seminars, and firm activities.
• Collaborate with advisors to deliver a seamless client experience.
• Maintain confidentiality of sensitive client information.

Skills

Client service

Communication

Relationship management

Microsoft Office

CRM experience (Orion/Redtail)

Education

Bachelor's degree preferred

Series 65 license preferred

Tools

CRM software (Orion/Redtail)

Microsoft Office

Job description

Windward Recruiting is seeking a Client Relationship Specialist to deliver an exceptional client experience while supporting financial advisors in a planning-focused wealth management environment.

This full-time, in-office role in Franklin, Tennessee emphasizes high-touch service, coordination of client meetings, and accurate handling of investment paperwork and reporting across CRM systems.