What are the responsibilities and job description for the Client Services Associate position at Thoroughbred Financial Services, LLC?
Company Description Thoroughbred Financial Services, LLC (TFS) is an independent, full-service financial consulting firm headquartered in Brentwood, Tennessee, with additional offices in Columbia, Jackson, and Knoxville. As a licensed Broker/Dealer and Registered Investment Adviser, TFS provides comprehensive planning and investment services to a select clientele of successful businesses and professionals. The firm emphasizes tailored financial strategies and long-term relationships built on trust and performance. Team members collaborate closely to deliver high-quality service and support to clients across Tennessee and beyond.
Role Description The Client Services Associate is a full-time, on-site role based in Brentwood, TN. This position is responsible for supporting financial advisors by handling client inquiries, preparing account documentation, and coordinating scheduling and follow-up activities. Daily responsibilities include responding to phone and email requests, processing account updates and service requests, maintaining accurate records in firm systems, and assisting with preparation of client reports and meeting materials. The role also involves collaborating with internal teams to resolve issues quickly, ensuring a consistent and professional client experience, and adhering to regulatory and firm compliance procedures.
Qualifications
- Strong Client Services and Customer Service skills, with a focus on building professional relationships and ensuring positive client experiences.
- Experience in Customer Support and Communication, including clear verbal and written communication and effective follow-through on client requests.
- Foundational understanding of Finance, investments, or financial planning, with the ability to learn firm processes and products.
- High attention to detail, accuracy in documentation, and strong organizational skills in a fast-paced environment.
- Proficiency with common office software (e.g., Microsoft Office suite) and ability to learn financial systems and CRM tools.
- Ability to work on-site, collaborate with team members, and manage multiple tasks while meeting deadlines.
- Previous experience in a financial services, banking, or professional services environment is preferred.
- Associate or bachelor’s degree in business, finance, or a related field, or equivalent relevant experience.