Wealth Client Relations Associate — Planning & CRM

Liberty Personnel Services, Inc.; Knoxville (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

Liberty Personnel Services, Inc. is seeking a Client Relationship Associate with wealth management experience to serve as the main contact for client households.

You will support a lead advisor in meetings focused on planning, life events, and investments, coordinating with planning, tax, and investment teams to ensure a seamless client experience. The role emphasizes proactive communication, CRM discipline, and ownership in a process-driven environment.

Qualifications

• Wealth management experience with client-facing focus.
• Experience supporting advisors in planning and investments meetings.
• Strong CRM and record-keeping skills in Salesforce.
• Willingness to pursue CFP certification (optional).

Responsibilities

• Be the main contact for an assigned book of client households.
• Support a lead advisor in client and prospect meetings on planning, life events, and investments.
• Coordinate with planning, tax, and investment teams for a seamless client experience.
• Keep thorough records and follow-through in Salesforce.

Skills

Relationship building

Client-facing experience

Salesforce CRM

Financial planning knowledge

Education

CFP certification (optional)

FINRA licensing (required)

Tools

Salesforce

Job description

Liberty Personnel Services, Inc. is seeking a Client Relationship Associate with wealth management experience to serve as the main contact for client households.

You will support a lead advisor in meetings focused on planning, life events, and investments, coordinating with planning, tax, and investment teams to ensure a seamless client experience. The role emphasizes proactive communication, CRM discipline, and ownership in a process-driven environment.