Customer Relationship Specialist

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.

If you think you are the right match for the following opportunity, apply after reading the complete description.

Location: 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. New business development is handled separately; this role is 100% client care and advisor support.

What You'll Do

• Prepare for and follow up on client meetings, including reports and paperwork
• Serve as a go-to contact for clients by phone, email, and in person
• Handle account opening, investment paperwork, money movement, and reporting
• Place trades at an advisor's direction
• Keep advisor calendars, deadlines, and client records organized
• Support client events and day-to-day office needs

What You'll Bring

• 3+ years in financial services, ideally wealth management or an RIA
• Series 65 license preferred, or willingness to obtain
• Bachelor's degree preferred, not required
• Strong communication and relationship management skills
• Sharp attention to detail across multiple systems and priorities
• Microsoft Office proficiency; CRM experience (Orion, Redtail) a plus
• A track record of sticking with roles and growing within them

Growth Path

• 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.