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Client Relationship Manager

Client Services & Onboarding Manager

Job in Brentwood, Williamson County, Tennessee, 37027, USA
Listing for: Wealth Enhancement Group
Full Time position
Listed on 2026-03-03
Job specializations:
  • Management
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 70000 - 95000 USD Yearly USD 70000.00 95000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm is seeking a Client Service Manager in Brentwood, TN. This role focuses on onboarding clients and managing complex service needs, ensuring accurate paperwork completion, facilitating communication between clients and advisors, and assisting in account management. Candidates should have a Bachelor's degree and 3+ years of financial service experience. Opportunities for professional development are available in a collaborative environment with competitive salary, ranging from $70,000 to $95,000 annually.
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