What are the responsibilities and job description for the Registered Client Service Associate position at TVAMP?
Client Service Associate (a.k.a Service Advisor)
Location: Knoxville, TN (On-Site)Firm: TVAMP — tvamp.com
TVAMP is a financial planning and investment management firm located in Knoxville, TN. We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville.
This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model — investments, planning, tax, insurance, and estate planning all under one roof — serving clients who have trusted us with the most important financial decisions of their lives.
Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.
Benefits
- Starting salary of $70,000 – $90,000 based on experience
- Unlimited PTO with bonus targets
- 401(k) with 6% match and ROTH option
- Competitive health insurance benefits
- Life/AD&D Insurance: $50,000 after one year
- Long-term disability
- Professional development, training, and growth opportunities
- Supportive, team-oriented work environment
- Relocation stipend if needed
Primary Duties
- Serve as a point of contact for an assigned book of client households
- Pro-actively communicate with clients to maintain relationships and provide the highest level of service
- Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates
- Coordinate internally across our planning, tax, and investment teams to deliver a seamless client experienceMaintain rigorous documentation and follow-through in Salesforce, our primary CRM
- For those interested, you will be provided the tools and resources to pass the CFP® examination (not required)
Qualifications
- 5 years of client-facing experience in wealth management or financial planning (required)
- FINRA licensing (required)
- High ownership mentality — you follow through, you communicate proactively, and clients notice
- Comfortable operating in a structured, process-oriented environment
- Proficiency with Salesforce or a comparable CRM (preferred)
About TVAMP
At TVAMP, we are committed to our core values. Click here to read more.
- Living Life on Purpose
- Values Driven Planning
- The Pursuit of Better
Salary : $70,000 - $90,000