Current jobs related to Client Services Associate - Brentwood - SageSpring Wealth Partners

  • Client Services Associate

    3 weeks ago

    Brentwood, United States Virtual Full time

    Our client located in Nashville, 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 their dynamic team! The Client Services Associate is a permanent opportunity with a fully onsite schedule.   Responsibilities: Interact daily on the phone and in person...

  • Client Services Associate

    1 month ago

    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 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

    5 days ago

    Brentwood, New York, United States Randstad Full time

    Client Services AssociateWe are seeking a dedicated and detail-oriented Client Services Associate to join our dynamic team. In this role, you will be responsible for managing billing and reconciliation processes for a diverse range of clients, utilizing Excel spreadsheets on a daily basis.Key Responsibilities:Complete daily and monthly reconciliation of...

  • Client Services Associate

    1 week ago

    Brentwood, New York, United States Randstad Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Services Associate to join our dynamic team at Randstad. As a Client Services Associate, you will play a critical role in managing billing and reconciliation processes for our clients, utilizing Microsoft Excel and other production systems to ensure accurate and timely results.Key...

  • Client Services Associate

    3 weeks ago

    Brentwood, United States Vaco Full time

    Our client located in Nashville, 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 their dynamic team!The Client Services Associate is a permanent opportunity with a fully onsite schedule. Responsibilities:Interact daily on the phone and in person with...

  • Client Services Associate

    2 weeks ago

    Brentwood, Tennessee, United States Vaco Full time

    Job SummaryVaco is seeking a highly skilled Client Services Associate to join our team. As a Client Services Associate, you will be responsible for providing exceptional customer service to our clients, while also supporting the growth and development of our business.Key ResponsibilitiesClient Communication: Interact daily with clients to understand their...

  • Client services associate

    4 weeks ago

    Brentwood, United States Randstad Full time

    Are you proficient in Microsoft Excel and Outlook with exceptional communication skills? We have an excellent opportunity for you! We are seeking a dedicated Client Operations Representative to join our dynamic team. In this role, you will be responsible for managing billing and reconciliation processes for a diverse range of clients, utilizing Excel...

  • Client services associate

    4 weeks ago

    Brentwood, United States Randstad Full time

    Are you proficient in Microsoft Excel and Outlook with exceptional communication skills? We have an excellent opportunity for you!We are seeking a dedicated Client Operations Representative to join our dynamic team. In this role, you will be responsible for managing billing and reconciliation processes for a diverse range of clients, utilizing Excel...

  • Client Services Associate

    1 week ago

    Brentwood, New York, United States Randstad Full time

    Job SummaryWe are seeking a highly skilled Client Services Associate to join our team at Randstad. As a Client Operations Representative, you will be responsible for managing billing and reconciliation processes for a diverse range of clients. Your exceptional communication skills and proficiency in Microsoft Excel will be essential in this role.Key...

  • Client Relations Associate

    2 weeks ago

    Brentwood, New York, United States Broadridge Financial Solutions , Inc. Full time

    At Broadridge Financial Solutions, Inc., we are dedicated to empowering our clients and enhancing their experience. We are seeking a committed Client Relations Associate who will serve as the primary liaison for our clients, ensuring their needs are met with exceptional service.This hybrid position allows for a blend of in-office and remote work, creating a...

  • Client Services Representative

    2 months ago

    Brentwood, United States Kaman & Cusimano LLC Full time

    Job DescriptionJob Description Established community association (condo/HOA law) firm that offers a tremendous opportunity for long term advancement and professional development opportunities is excited to add a client services representative to our dynamic and engaging Tennessee office that offers a tremendous opportunity to begin or continue a career in...

  • Client Services Representative

    4 weeks ago

    Brentwood, United States Kaman & Cusimano LLC Full time $18 - $25

    Job DescriptionJob Description Established community association (condo/HOA law) firm that offers a tremendous opportunity for long term advancement and professional development opportunities is excited to add a client services representative to our dynamic and engaging Tennessee office that offers a tremendous opportunity to begin or continue a career in...

  • Client Coordinator

    2 months ago

    Brentwood, United States Maxim Healthcare Services Full time

    Maxim Healthcare Services is hiring for a Client Coordinator to work with clients, patients and active caregivers to identify open shifts, availability, and coordinate schedules.Why Join Maxim:Competitive pay & weekly paychecksHealth, dental, vision, and life insurance401(k) savings plan with company matchingEmployee discount program; partnered with hundreds...

  • Client Coordinator

    2 months ago

    Brentwood, United States Maxim Healthcare Services Full time

    Maxim Healthcare Services is hiring for a Client Coordinator to work with clients, patients and active caregivers to identify open shifts, availability, and coordinate schedules.Why Join Maxim:Competitive pay & weekly paychecksHealth, dental, vision, and life insurance401(k) savings plan with company matchingEmployee discount program; partnered with hundreds...

  • Director of Client Services

    1 month ago

    Brentwood, United States LBMC Staffing Solutions, LLC Full time

    Our growing PEO client is adding to their team! The Director of Client Service Delivery will lead the payroll and human resources outsourcing services teams. This role is pivotal in ensuring the highest levels of client satisfaction, engagement, and retention in the HR outsourcing space. The ideal candidate will possess a strong background in HR and payroll...

  • Client Relations Associate

    2 weeks ago

    Brentwood, New York, United States Broadridge Financial Solutions , Inc. Full time

    At Broadridge Financial Solutions, Inc., we are dedicated to empowering individuals to reach their full potential. We are currently seeking a committed Client Relations Administrator who will serve as the primary liaison for our clients, ensuring their needs are met with outstanding service.This hybrid position allows for a flexible work arrangement,...

  • Client Relations Associate

    3 weeks ago

    Brentwood, New York, United States Broadridge Financial Solutions , Inc. Full time

    At Broadridge Financial Solutions, Inc., we are dedicated to empowering individuals to reach their full potential. We are currently seeking a committed Client Relations Administrator who will serve as the primary liaison for our clients, ensuring their needs are met and delivering outstanding service.This hybrid position provides the flexibility to work both...

  • Head of Client Service Operations

    3 weeks ago

    Brentwood, Tennessee, United States LBMC Staffing Solutions, LLC Full time

    LBMC Staffing Solutions, LLC is seeking a talented individual to join our team as the Head of Client Service Operations. This leadership role is crucial in overseeing our payroll and human resources outsourcing teams, ensuring exceptional client satisfaction and retention in the HR outsourcing sector. The ideal candidate will have a robust background in HR...

  • Food Service Associate

    2 weeks ago

    Brentwood, New York, United States Compass Group Careers Full time

    Job SummaryWe are seeking a skilled Food Service Associate to join our team at Compass Group Careers. As a Food Service Associate, you will be responsible for providing exceptional customer service and ensuring the highest quality food preparation and presentation in our dining facilities.Key Responsibilities:Prepare and serve food and beverages to customers...

  • Financial Client Services Consultant

    3 weeks ago

    Brentwood, Tennessee, United States CAPTRUST Full time

    Position OverviewWho are we seeking?CAPTRUST is in search of a Wealth Advisory Client Consultant who will collaborate with multiple financial advisors to manage and nurture wealth client relationships.The Client Consultant leverages specialized expertise and skills, acquired through experience and/or formal education, to support Financial Advisors in...

Client Services Associate

4 months ago

Brentwood, United States SageSpring Wealth Partners Full time

Client Services Associate-Top Employer/Award-winning Culture/Full Benefits

If you are eager to help people achieve their life's goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you

SageSpring Wealth Partners is seeking an exceptional client services professional to support our financial advisors and assist with efficient, quality client service. You must be creative and enjoy working within an entrepreneurial environment that is mission-driven and community oriented. The Client Services Associate is a highly focused, energetic individual that enjoys an active role handling skilled planning, prioritizing, and coordinating for the Advisors to ensure calendar and To-Do lists best support team objectives. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain balance among multiple priorities.

Key Functions of the Client Services Associate

  • 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 2 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.
  • Skilled at being in sync with the advisors and “playing chess” to manage priorities and scheduling, plus anticipate upcoming needs before they arise.
  • A humble, servant-minded individual that thrives in a team environment.

Rewards:

  • Great Benefits – Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
  • Top Workplace – Join a vibrant workplace culture recognized as a Top Workplace* in USA TODAY and The Tennessean for the last four years.
  • Inspiring Leadership – Our leadership truly embodies the definition of servant leaders that inspires a work environment in which our teams can flourish that’s energetic, positive, fun, and highly supportive.
  • Team Engagement – You will build some genuinely special relationships and bonds throughout our team and partners.
  • High Performance - Our motto is “Humble. Hungry. Smart.” and that’s truly exemplified from the top down.
  • Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
  • Community Involvement – We’re passionate about supporting our community with each office choosing a charity/cause to champion.

About Us

Recognized as a Top Workplace* for the last four consecutive years, SageSpring Wealth Partners operates as a family. With more than 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future. Through our broker-dealer Raymond James, we have the support of a large company, while offering clients the intimate service of a small firm. 

Job Type: Full-time/On-Site

Work Location: Brentwood, TN 

Schedule: Monday through Friday, Days

*Top Workplaces Award (2023)

More than 1,000 companies were invited to participate, 106 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies. Any employer was eligible, as long as it had at least 35 employees in Middle Tennessee. Employees could be public, private, nonprofit or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor the Tennessean are affiliated with Raymond James.
.
Over 42,000 companies participated and roughly 1,300 were recognized as one of Top USA Workplaces. The publisher welcomed employees to nominate an organization through a survey partnered with Energage. To be eligible, employers must have at least 150 employees and could be public, private, nonprofit, for profit, or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. This ranking is based upon the period from 11/27/2021 to 11/27/2022, and was published in January 2023. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance. This ranking is not based on the services/advice offered by our financial advisors. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor Top Workplaces is affiliated with Raymond James.