Wealth Management Client Success & Sales

Confidential; Nashville (TN); On-site; USD 50,000 - 70,000; Full time

Job summary

Confidential Wealth Management is seeking a Client Sales Specialist to support advisors on a full-service platform. You will engage with clients, assist in revenue achievement, and help maintain data integrity across source systems.

Responsibilities include managing account openings, handling transfers, and facilitating communications between sales, compliance and back office. The role requires strong organizational skills and solid MS Office proficiency.

Qualifications

• Requires 0-2 years experience; 2-4 years preferred.
• High School diploma or equivalent; Bachelor's degree preferred.
• Proficient use of Microsoft Office tools; DocuSign experience preferred.
• Strong written and verbal communication; excellent organizational skills.
• FINRA Series 7, 66/63 licenses preferred.
• State Life & Health Insurance licenses preferred.

Responsibilities

• Provide support to management, advisors and back office for business processes.
• Maintain client contact and assist in relation-building and service requests.
• Process account maintenance tasks including transfers and address changes.
• Serve as liaison between sales team, compliance and other lines of business.
• Manage account opening processes and regulatory documentation.

Skills

Customer service

Communication skills

Organizational skills

Attention to detail

Education

High School diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Excel

Microsoft Word

PowerPoint

DocuSign

Job description

Confidential Wealth Management is seeking a Client Sales Specialist to support advisors on a full-service platform. You will engage with clients, assist in revenue achievement, and help maintain data integrity across source systems.

Responsibilities include managing account openings, handling transfers, and facilitating communications between sales, compliance and back office. The role requires strong organizational skills and solid MS Office proficiency.