Client Relationship Specialist | Franklin, TN We're looking for someone clients and advisors can count on to keep things organized, on track, and handled with care.
Franklin, TN (in office) Compensation: $70,000-$80,000 based on experience, bonus eligible Status: Full time
The Role Support senior advisors by managing client relationships, meeting prep, paperwork, and follow-through, so clients feel taken care of and advisors can focus on planning. this role is 100% client care and advisor support.
Serve as a go-to contact for clients by phone, email, and in person Handle account opening, investment paperwork, money movement, and reporting Support client events and day-to-day office needs
3+ years in financial services, ideally wealth management or an RIA
Bachelor's degree preferred, not required
Microsoft Office proficiency; CRM experience (Orion, Redtail) a plus
Toward financial planning: support pursuing a CFP or FPQP designation
Toward deeper client service: family office work with top-tier clients
Benefits: Health insurance, dental, PTO, VTO, financial wellness, 401(k) with company match, tuition reimbursement
Family-run RIA focused on high-net-worth clients, and that invests in the people who invest in them.
Customer Relations Representative: Full Time in franklin at Unknown Company
This position is listed as full time and onsite.