What are the responsibilities and job description for the Customer Relationship Specialist position at The Well?
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.
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.
Salary : $70,000 - $80,000