Our client located in
Brentwood, TN is seeking a
Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the
finance industry!
The
Client Services Associate is a
permanent opportunity with a fully onsite schedule.
Responsibilities:- Interact daily on the phone and in person with prospective and existing clients while maintaining a professional image.
- Schedule and coordinate meetings and appointments, while managing and frequently representing the Advisors across all communication platforms.
- Create and maintain records, files, reports, and databases utilizing the Client Relationship Management platform.
- Coordinate travel arrangements for the executive advisor.
- Generate weekly reports; prepare cards and other mailings for signing and distribution.
- Complete cross-training and assist with other operational functions as required.
Qualifications:- Associates degree or 3+ years of administrative experience in lieu of degree required.
- Tech savvy individual with solid mastery of MS Office Suite for general communications, reporting, video conferencing and presentations.
- Skilled at being in synch with the advisors and "plying chess" to manage priorities and scheduling, plus anticipate upcoming needs before they arise
- Manage priorities and scheduling, plus anticipate upcoming needs before they arise.
- A humble, servant-minded individual that thrives in a team environment.
- CFP not required, but a huge plus
Culture/Benefits:
Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
Job Title: Client Services Associate
Opportunity: Permanent
Location: Onsite Brentwood, TN
Salary: $55-65k for candidates with lighter experience, will consider up to $80k for someone who has their CFP, or is studying to get it
