Wealth Management Client Relations Specialist

COA Network Inc; Brentwood (TN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Great Pay

Comprehensive Benefits

Job summary

COA Network Inc. in Brentwood, Tennessee is seeking a highly organized Client Relationship Manager to support its financial advisory practice.

The role connects clients with financial advisors, delivering high‑quality relationship management, administrative support, and account servicing. Ideal candidates have 2–4 years of client service or administrative experience in financial services, with attention to accuracy, confidentiality, and proactive follow‑through.

Qualifications

• 2–4 years of administrative and/or client service experience within financial services.
• Bachelor’s degree required.
• Strong client service and relationship‑management skills.
• Experience supporting financial advisors or other financial professionals preferred.

Responsibilities

• Serve as a primary point of contact for clients and provide responsive, professional service.
• Build and maintain strong client relationships while supporting ongoing financial needs.
• Support financial advisors with daily client service and administrative responsibilities.
• Assist with opening new investment and financial accounts.
• Process account maintenance requests and other client service transactions.
• Coordinate client paperwork and ensure documentation is complete and accurate.

Skills

Client relations

Administrative support

CRM experience

Microsoft Office

Communication skills

Time management

Confidentiality

Education

Bachelor’s degree

Tools

Salesforce

Job description

COA Network Inc. in Brentwood, Tennessee is seeking a highly organized Client Relationship Manager to support its financial advisory practice.

The role connects clients with financial advisors, delivering high‑quality relationship management, administrative support, and account servicing. Ideal candidates have 2–4 years of client service or administrative experience in financial services, with attention to accuracy, confidentiality, and proactive follow‑through.