On-Site Client Success Associate – Financial Planning
Listed on 2026-10-13
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Finance & Banking
Financial Sales, Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Thoroughbred Financial Services, LLC in Brentwood, TN, is seeking a Client Services Associate who will support financial advisors by handling client inquiries, preparing account documents, and coordinating scheduling. This full-time, on-site role emphasizes accurate records and professional client experiences.
You will work with internal teams to resolve issues quickly, adhere to regulatory procedures, and learn firm products. A strong service mentality and finance fundamentals are valued.
For the On-Site Client Success Associate – Financial Planning position at Thoroughbred Financial Services, LLC, we are reviewing applications now.
We are seeking a motivated On-Site Client Success Associate – Financial Planning to join Thoroughbred Financial Services, LLC in Brentwood, TN, United States.
Consider building your career as a On-Site Client Success Associate – Financial Planning at Thoroughbred Financial Services, LLC.
The On-Site Client Success Associate – Financial Planning position in the Finance, Human Resources field is open for applications.
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