We have other current jobs related to this field that you can find below

  • Client Services Associate

    1 month ago

    Franklin, United States Vaco Full time

    Our client located in Franklin, 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 finance industry! The Client Services Associate is a permanent opportunity with a fully onsite schedule. Responsibilities: Interact daily on the phone and in...

  • Client Services Associate

    2 weeks ago

    Franklin, 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 finance industry! The Client Services Associate is a permanent opportunity with a fully onsite schedule. Responsibilities: Interact daily on the phone and in...

  • Client Support Associate

    4 weeks ago

    Franklin, United States Thnks Full time

    Job Title: Client Support Associate Reports To: Director, Customer Experience Department: Customer Experience Direct Reports: N/A SUMMARY The Client Support Associate works closely with customers to answer questions and resolve issues that arise in a prompt and professional manner. Providing support to all departments within Thnks, the Support Associate is...

  • Client Services Specialis

    6 days ago

    Franklin, United States Umanist Staffing LLC Full time

    Job DescriptionJob Description& MAX BILL RATE - *** ******************** AT THE DISCRETION OF THE SUPPLIERS, MANAGER HAS DISCLOSED THAT FTE'S ARE PAID *** AN HR AT CONVERSION ****************** MANAGER WOULD LIKE CANDIDATES TO RESIDE IN THE CST OR EST TIMEZONES ********************* IF SELECTED CANDIDATE PERFORMS WELL, AND HAS EXCEPTIONAL ATTENDANCE,...

  • Client Support Associate

    2 weeks ago

    Franklin, United States Thnks Full time $45,000 - $55,000

    Job DescriptionJob DescriptionSUMMARYThe Client Support Associate works closely with customers to answer questions and resolve issues that arise in a prompt and professional manner. Providing support to all departments within Thnks, the Support Associate is critical to the success of Thnks.DUTIES AND RESPONSIBILITIESInteract with customers via email and...

  • Client Services Administrator

    7 days ago

    Franklin, United States Randstad North America, Inc. Full time

    Are you a planning, communication, and customer service expert? We are looking for a personable and professional Client Service Administrator for our client in Franklin. The ideal candidate has 2 years experience being a liasion between clients and o Client Service, Administrator, Business Services, Staffing, Client

  • Investment Client Services Specialist

    4 weeks ago

    Franklin, United States Northwestern Mutual Life Insurance Company Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited...

  • Investment Client Services Specialist

    4 weeks ago

    Franklin, United States Northwestern Mutual Life Insurance Company Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited...

  • Client Services Manager

    4 weeks ago

    Franklin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Manages team and employee development, including identifying staffing needs, mentoring and performance management. Communicates purpose, clarifies roles, tasks, milestones, and measures of success. Takes a leadership role and is...

  • Investment Client Services Specialist

    3 weeks ago

    Franklin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not...

  • Client Event Services Manager

    2 months ago

    Franklin, United States Southall Full time

    Southall is a premier destination bringing nature, produce and people together in a powerful and unique way. The Client Event Service Manager (ESM) is responsible for planning and coordinating group meetings, retreats, programs, and other special events that are booked through the sales department. The Client Event Service Manager ensures all arrangements...

  • Investment Client Services Specialist

    3 weeks ago

    Franklin, United States Northwestern Mutual Full time

    Job Description At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support...

  • Investment Client Services Specialist

    4 weeks ago

    Franklin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment...

  • Investment Client Services Specialist

    4 weeks ago

    Franklin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment...

  • Investment Client Services Specialist

    4 weeks ago

    Franklin, United States National Black MBA Association Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited...

  • Client Services Manager

    4 weeks ago

    Franklin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Manages team and employee development, including identifying staffing needs, mentoring and performance management. Communicates purpose, clarifies roles, tasks, milestones, and measures of...

  • Program Lead, Client Services

    3 months ago

    Franklin Township, United States Knipper Full time

    Overview YOUR PASSION, ACTIONS & FOCUS is our Strength Become one of our Contributors Join the KnipperHEALTH Team! The Client Services Program Lead is accountable for managing a base of clients, acting as the primary contact for ongoing business. The Program Lead is focused on the on-going execution of client programs and partners with...

  • Program Lead, Client Services

    3 days ago

    Franklin Township, United States Knipper Full time

    Overview YOUR PASSION, ACTIONS & FOCUS is our Strength Become one of our Contributors Join the KnipperHEALTH Team! Accountable for managing a base of clients, acting as the primary contact for ongoing business. The Program Lead is focused on the on-going execution of client programs and partners with the Account Manager (AM) on...

  • Investment Client Services Manager

    3 months ago

    Franklin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Manages team and employee development. Includes identifying staffing needs, mentoring and performance management. Communicates purpose, clarifies roles, tasks, milestones, and measures...

  • Investment Client Services Specialist

    1 week ago

    Franklin, TN, United States Northwestern Mutual Full time

    We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited to, Advisory services support, trading services, Asset Movement support, as well...

Client Services Associate

2 months ago

Franklin, United States Virtual 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 finance industry

The Client Services Associate is a permanent opportunity with a fully onsite schedule.
 
Responsibilities:

  • Interact daily on the phone and in person with prospective and existing clients while maintaining a professional image.
  • Schedule and coordinate meetings and appointments, while managing and frequently representing the Advisors across all communication platforms.
  • Create and maintain records, files, reports, and databases utilizing the Client Relationship Management platform.
  • Coordinate travel arrangements for the executive advisor.
  • Generate weekly reports; prepare cards and other mailings for signing and distribution.
  • Complete cross-training and assist with other operational functions as required.
Qualifications:
  • Associates degree or 3+ years of administrative experience in lieu of degree required.
  • Tech savvy individual with solid mastery of MS Office Suite for general communications, reporting, video conferencing and presentations.
  • Manage priorities and scheduling, plus anticipate upcoming needs before they arise.
  • A humble, servant-minded individual that thrives in a team environment.
  • Ideally someone with experience in the mortgage or banking industry
Culture/Benefits:
Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.

Job Title: Client Services Associate
Opportunity: Permanent 
Location: Onsite Brentwood, TN 
Salary: $55-65k D.O.E.