Client Relationship Manager – Wealth Management #ESF

• Build your career with an established wealth management and financial planning firm
• Develop meaningful, long-term relationships with clients while supporting experienced financial advisors
• Gain hands‑on exposure to investments, financial planning, account servicing, and wealth management operations
• Take advantage of a defined career path toward either Operations/Administrative Management or Financial Planning/Advisory
• Work in a professional, collaborative environment where accuracy, client service, and personal accountability are valued
• Receive competitive compensation with bonus potential, 401(k), profit sharing, PTO, and paid holidays

• Build your career with an established wealth management and financial planning firm
• Develop meaningful, long-term relationships with clients while supporting experienced financial advisors
• Gain hands‑on exposure to investments, financial planning, account servicing, and wealth management operations
• Take advantage of a defined career path toward either Operations/Administrative Management or Financial Planning/Advisory
• Work in a professional, collaborative environment where accuracy, client service, and personal accountability are valued
• Receive competitive compensation with bonus potential, 401(k), profit sharing, PTO, and paid holidays

Job Type : Full Time

Location : Brentwood, Tennessee

Pay : Great Pay + Comprehensive Benefits

Seeking a highly organized and client‑focused Client Relationship Manager to support its financial advisory practice in Brentwood, Tennessee. This position serves as an important connection between clients and financial advisors, providing high‑quality relationship management, administrative support, account servicing, and financial planning coordination.

The ideal candidate brings 2–4 years of client service or administrative experience within financial services and understands the importance of accuracy, responsiveness, confidentiality, and proactive follow‑through when supporting wealth management clients. This is an excellent opportunity for someone looking to build a long‑term career in financial services, with potential advancement toward either Operations/Administrative Management or a Paraplanner and Financial Planner/Advisor career track.

• Serve as a primary point of contact for clients and provide responsive, professional service.
• Build and maintain strong relationships with clients while supporting their ongoing financial needs.
• Support financial advisors with daily client service and administrative responsibilities.
• Assist with opening new investment and financial accounts.
• Process account maintenance requests and other client service transactions.
• Coordinate client paperwork and ensure documentation is complete and accurate.
• Assist with investment‑related account activities and financial planning processes.
• Prepare materials and information for client meetings.
• Schedule and coordinate client appointments and advisor calendars.
• Follow up on outstanding client requests, paperwork, and action items.
• Maintain accurate client information and activity within CRM and internal systems.
• Support advisors with the preparation and maintenance of financial plans.
• Maintain organized and compliant client records.
• Communicate with clients regarding account documentation, service requests, and meeting preparation.
• Coordinate with internal and external partners to resolve account or service issues.
• Handle confidential financial and personal information with discretion.
• Manage multiple priorities while maintaining strong accuracy and attention to detail.
• Support additional administrative and operational responsibilities as needed.

• 2–4 years of administrative…