CLIENT SERVICE SPECIALIST

Location: Brentwood, TN

Status: Full-time

Compensation: $70,000 - $90,000 (plus discretionary bonus)

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works collaboratively to enrich lives by providing clarity and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is the highest honor for us!

Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow.We are excited to have an opportunity to welcome a Client Service Specialist to our team who will support one of the firm’s lead advisors. The attributes that we are looking for in a teammate include:

● Insistent attention to detail

● Energy and enthusiasm

● Commitment to exceeding client expectations

● Flexibility and openness to step in and do whatever is needed to support the team

● Interest in working on varied assignments with people across the firm

● Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base

● Ability to anticipate the needs of the advisor and the team overall

● Self-directed time management and prioritization capabilities and outstanding organizational skills

● Ability to self-start, take initiative, and be proactive

● A high level of skill handling the technical aspects of financial paperwork and transactions

● Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality

● Poise and maturity, especially in stressful situations

● Team player with strong desire to be a long-term contributing member of the team

● A long view of the opportunities presented by the firm and the industry overall

If you are a fit for this position, we know that you are interested in more details. Read on! As a Client Service Specialist, you can expect to:

▪ Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.

▪ Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require her personal attention, and ensure that all activities are captured, scheduled, and completed.

▪ Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what she wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects.

Qualifications for this role include:

--College degree is preferred, but not required

--Minimum of two years of experience in the financial services industry is required

--Minimum of two years of experience in a client-facing role is required

--Excellent written and verbal communication

--Relationship management skills

--Strong computer desktop skills are required: Microsoft Office Suite (Excel, Outlook, Word, etc.)

--Technology-forward

--Ability to adapt in a fast-paced environment

--High attention to detail

--Ability to step in and be a team player

--Demonstrated job stability and career progression

Team members will have multiple career tracks to choose from. For example, Client Service Specialists who want to grow into a Service Advisor role will be supported and have opportunities to contribute to client success. Client Service Specialists who are operationally expert may want to grow into a manager role, one that helps to ensure that the client experience is second to none. Whichever path you choose, your commitment to the firm will be reciprocated by an investment in you and your future!

Get in touch today so that we can get to know you! As a Client Service Strategist, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as an advocate for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Education:

• Associate (Required)

Experience:

• financial services or related: 2 years (Required)
• CSA or admin: 2 years (Required)

License/Certification:

• Securities Industry Essentials (Preferred)
• FINRA License (Preferred)

Ability to Commute:

• Brentwood, TN 37027 (Required)

Work Location: In person