Client Service Associate

Position: Client Service Associate

Location: Franklin, TN

Pay: $60,000/year

Type: Full-time; Direct Hire

Greene Resources is seeking a Client Service Associate to join a growing and dynamic team! This role plays a key part in delivering an exceptional client experience and building strong relationships. This position collaborates closely with clients, addressing their needs, providing support, and ensuring seamless interactions, understanding when to engage sales or operations to meet client needs. The ideal candidate is an enthusiastic learner, adept at managing client-facing responsibilities and contributing to the overall success of our wealth management team.

Job Description

Client Onboarding & Management

• Maintain a growing understanding of all the company's internal and partner systems impacting sales and service efficiency and client experience, including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT.
• With support, guide new clients through the onboarding process, explaining account setup, services, and procedures.
• Collect necessary documentation and work with the team to ensure compliance with regulatory requirements.
• Coordinate with internal teams to facilitate a smooth transition for new clients.
• Partner with advisors and the service team to schedule and coordinate client review meetings.
• Act as the primary point of contact for client inquiries, ensuring timely and accurate responses under the manager's supervision.
• Build rapport with clients by actively listening and addressing their concerns.
  
  

Meeting Preparation & Client Service

• Collaborate with operations in preparing materials for client meetings, including financial plans, performance reports, and investment summaries.
• Assist advisors and the service team in preparing materials for client meetings, including performance reports and investment summaries.
• Assist in collaboration with custodians, brokerage firms, and internal teams to process client transactions.
• Coordinate with the team to prepare and review necessary paperwork for account-related activities (e.g., account opening, transfers, withdrawals, beneficiary updates).
• Maintain accurate records of client interactions and follow up on outstanding items.
  
  

Data Management & Communication

• Collaborate with the service team to ensure compliance with regulatory requirements and internal policies.
• Collaborate with team members to ensure accurate and timely reporting.
• Maintain client data in the CRM system, ensuring accuracy and completeness.
• Update client profiles, contact information, and preferences.
• Handle incoming calls, emails, and inquiries from clients and internal team members.
  
  

Teamwork & Support

• Assist with office organization, filing, and other administrative tasks as needed.
• Regularly attend team meetings and contribute insights to enhance client service.
• Perform other duties as assigned.
  
  

Position Requirements

• Emerging understanding of financial planning principles, investment strategies, and relevant regulations.
• Excellent communication, presentation, and interpersonal skills.
• Demonstrated ability to manage multiple tasks and projects effectively.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.
  
  

Education, Training, And Experience

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
• 2 years' experience in wealth management service business preferred
• Familiarity with Charles Schwab, Fidelity, and/or Raymond James preferred
• Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred
  
  

Greene Resources is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.

We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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