Wealth Management Client Advocate & Sales Support

Confidential; Franklin (TN); On-site; USD 50,000 - 75,000; Full time

Job summary

Confidential Wealth Management is seeking a Client Sales Specialist to support advisors on a full-service platform in Franklin, TN. This onsite role focuses on client contact, relationship building, data integrity, and efficient operation of processes to help drive revenue and client satisfaction.

You will maintain client accounts, assist with opening and paperwork, coordinate with back office, and support client meetings and events.

Qualifications

• 0-2 years' experience required; 2-4 years preferred.
• High School diploma required; Bachelor’s degree preferred.
• Proficient use of Microsoft Excel, Word, Outlook & PowerPoint; DocuSign preferred.
• Strong written and oral communication, organizational and customer service skills.
• FINRA Licenses: Series 7, 66/63 preferred.
• State Life & Health Insurance licenses preferred.

Responsibilities

• Provide overall support to management, advisors and staff, including operating the firm’s business process management system and maintaining files.
• Extensive client contact and involvement in activities with prospective and existing clients.
• Perform account maintenance including money transfers and address changes.
• Serve as liaison between sales, compliance, and other business lines.
• Manage the account opening process and collect required documentation per regulatory procedures.
• Review client activity for accuracy and reconciliation on a regular basis.
• Attend client meetings, prospect meetings, and client/marketing events when needed.
• Organize and track multiple tasks with changing priorities in a fast-paced environment.
• Coordinate account paperwork, changes, and various project support tasks.
• Fulfill advisor requests and resolve service-related issues in a timely manner.
• Ensure compliance with operating policies and maintain client confidentiality at all times.
• Support continuous improvement and provide feedback on system enhancements.
• Master technology to ensure it is used to its full benefit.

Skills

Client relationship

Customer service

Data accuracy

Communication

Organizational skills

Education

High School diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Outlook

PowerPoint

DocuSign

Job description

Confidential Wealth Management is seeking a Client Sales Specialist to support advisors on a full-service platform in Franklin, TN. This onsite role focuses on client contact, relationship building, data integrity, and efficient operation of processes to help drive revenue and client satisfaction.

You will maintain client accounts, assist with opening and paperwork, coordinate with back office, and support client meetings and events.