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Franklin, TN, United States Advisor Employee Services Full timeA financial consulting firm in Franklin, TN, seeks a Client Service Administrator to assist Financial Advisors in managing client relationships. The ideal candidate should possess strong organizational skills, excellent communication abilities, and at least 2 years of experience in the financial industry. Responsibilities include onboarding new clients,...
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Franklin, TN, United States Advisor Employee Services Full timeA financial consulting firm in Franklin, TN, seeks a Client Service Administrator to assist Financial Advisors in managing client relationships. The ideal candidate should possess strong organizational skills, excellent communication abilities, and at least 2 years of experience in the financial industry. Responsibilities include onboarding new clients,...
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Client Services Specialist for Financial Advisors
3 weeks ago
A financial consulting firm in Franklin, TN, seeks a Client Service Administrator to assist Financial Advisors in managing client relationships. The ideal candidate should possess strong organizational skills, excellent communication abilities, and at least 2 years of experience in the financial industry. Responsibilities include onboarding new clients, responding to service requests, and preparing for client review meetings. Benefits include health insurance, PTO, and a 401K match. This is a full-time on-site role with a competitive salary range of $50,000 to $55,000.
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