Client Services Associate

2 days ago


Brentwood, United States Talently, LLC Full time
Job Description
Job Title: Client Services Associate (CSA)

Location: Greater Nashville

Salary: $75K + benefits

Skills: Client Service Associate / CSA / paraplanner

About Company / Opportunity:

We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team player to join our firm in the role of Client Service Associate. Our promise to team members is that you will grow with us. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations

Responsibilities:

This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to:
  • Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements.
  • Coordinate with clients and advisors to schedule meetings using email, Salesforce and calendar software.
  • Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.
  • Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time
  • Complete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.
  • Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client

Preferred Skills/Experience::
  1. 2+ years of experience in a client service role in the financial services industry
  2. Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite
  3. Ability to handle multiple priorities and requests from advisors and client
  4. Experience working daily with a workflow technology system
  5. Prior experience with Salesforce
  6. Bachelor's degree preferred


  • Brentwood, United States Vaco Full time

    Our client located in Brentwood, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial industry! The Client Services Associate is a direct hire opportunity, with a fully onsite schedule. Responsibilities:Interact daily on the phone and...


  • Brentwood, United States Vaco Full time

    Our client located in Brentwood, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial industry! The Client Services Associate is a direct hire opportunity, with a fully onsite schedule. Responsibilities: Interact daily on the phone...


  • Brentwood, United States Stifel Financial Full time

    Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, Client Service, Associate, Service, Processing, Branch Manager, Retail, Client


  • Brentwood, United States Find Great People | FGP Full time

    JOB SUMMARY:The Client Services position assists the Financial Advisor with various administrative tasks andprovide clients with quality service. This position interacts daily on the phone and in person withprospective and existing clients including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while...


  • Brentwood, United States Outreach Development Corporation Full time

    Summary of Position: The Client Benefit Associate will be responsible for the accurate collection and tracking of information related to the client's/family's financial information, participation and/or qualification for Medicaid benefits and/or other insurance, and, overall, for ensuring that the agency maximizes third party revenue utilizing a realistic...


  • Brentwood, United States HCTec Full time

    POSITION SUMMARY The Client Services Manager is responsible for directing and leading projects at HCTec's client locations. This role is the primary point of contact for establishing trusted advisor partners, identifying client needs and serving as a liaison between specific clients and HCTec's remote and onsite delivery teams to ensure we are meeting client...


  • Brentwood, Tennessee, United States Gallagher Full time

    Introduction: Gallagher's global brokerage team is seeking a Client Service Manager to join their dynamic team. As a key member, you will be responsible for the day-to-day account management of assigned clients, supporting senior servicing staff to identify and meet client needs. Your role will be to retain and grow a profitable book of business through...


  • Brentwood, United States Gallagher Full time

    Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...


  • Brentwood, United States Lift & Transfer Specialists, Inc. Full time $41,600 - $52,000

    Since 1997 we have been a leading Durable Medical Equipment supply company specializing in changing the lives of disabled people with Patient Lift Systems. We do sales, service, maintenance, and installation, serving California, Hawaii and Nevada. Here is our website for you to review:                                               ...


  • Brentwood, United States US Tech Solutions Full time

    Duration: 6 months contract (with possible extension)Notes:11 openingsTwo Start date groups – 1/6 and 1/27Contract through end of June1-3 years of experience as event coordinator or similar role; will be scheduling and coordinating a high volume of Shareholder meeting calls with all levels of seniorityProficient in MS OfficeExcellent vendor management...


  • Brentwood, California, United States Bank of America Full time

    Job Description:At Bank of America, we strive to create a workplace where our teammates can thrive and make a meaningful impact. As a Client Service Representative, you will play a vital role in delivering exceptional client experiences that drive growth and satisfaction.Key Responsibilities:Process transactions accurately and efficiently in a fast-paced...


  • Brentwood, United States 24 Hour Fitness Full time

    24 Hour Fitness - 5961 Lone Tree Wy [Guest Service / Front Desk] As a Sales and Service Associate at 24 Hour Fitness, you'll: Deliver an outstanding and well-rounded sales and service experience to all guests and members; Ensure guests have a welcoming, informative, and enjoyable experience when they visit; Help inspire guests to take the right next steps in...


  • Brentwood, United States US Tech Solutions Full time

    We are seeking a Seasonal Client Service Representative to join our team based out of Edgewood, NY during Proxy Season. The candidate will be working on our Client Facing team managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database. The candidate should be experienced working in a...


  • Brentwood, Tennessee, United States Talently Recruiting Full time

    Client Services AssociateAt Talently Recruiting, we're seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our advisors and clients in achieving their financial goals.Responsibilities:Coordinate with clients, advisors, and...


  • Brentwood, United States FedEx Full time

    FedEx - JobID: PDX_FEC_31A65A93-7F52-47EF-B267-AA5975D530C0_240120 [Retail Associate / Team Member] As a Retail Customer Service Associate at FedEx, you'll: Follow instructions of supervisors and assist other team members in performing store functions; Assist in the training of store team members; Demonstrate consultative behaviors in a retail environment to...


  • Brentwood, United States Premise Health Full time

    Essential Functions Serves as main client contact on strategic integration and expansion opportunities, maintaining strategic focus on client satisfaction and value added strategies and demonstrates the ability to proactively identify client needs related to healthcare trends. Identifies processes to improve overall performance of health centers and...


  • Brentwood, United States Total Wine & More Full time

    Total Wine & More - JobID: oWAHufwr [Retail Associate / Team Member] As a Digital Customer Service Rep, you will: Provide customer service by greeting and establishing a relationship with customers while informing them of our products; Fulfill online orders through product selection, packaging, and order placement; Assist in selecting, sorting, stocking...

  • Retail Sales Associate

    6 months ago


    Brentwood, United States Amazing Lash Studio Full time

    Overview: Hiring for retail sales associate / customer service representative in the beauty industry. The Amazing Lash Studio brand is the industry leader for eyelash extension and eyebrow services with a mission to create lasting beauty and confidence through passion, dedication and excellence so our guests will look and feel AMAZING! Retail Sales...

  • SAS in Walmart

    1 month ago


    Brentwood, United States SAS Retail Services Full time

    SAS Retail Services - JobID: PDX_ASI_D2EAFF32-35D1-41C2-B93A-93628FE0BF48 [Sales Associate / Team Member] As a Retail Sales Specialist at SAS Retail Services, you'll: Execute on client sales goals and increase sales volume through promotional activity; Ensure product visibility by maintaining client project standards regarding tagging, rotating, and placing...


  • Brentwood, Tennessee, United States Lift & Transfer Specialists, Inc. Full time

    Customer Service Associate Job DescriptionAt Lift & Transfer Specialists, Inc., we are committed to providing exceptional customer service to our clients. As a Customer Service Associate, you will play a vital role in ensuring that our customers receive the highest level of support and care.Responsibilities:Provide exceptional customer service to clients via...