Client & Onboarding Manager
Job in
Brentwood, Williamson County, Tennessee, 37027, USA
Listed on 2026-03-06
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2026-03-06
Job specializations:
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Management
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Finance & Banking
Job Description & How to Apply Below
A well-established wealth management firm in Brentwood, TN, is seeking a Client Service Manager to enhance client relationships through onboarding and servicing efforts. The role demands a high level of professionalism and financial knowledge to manage complex client interactions effectively. Responsibilities include preparing client review materials and liaising with Financial Advisors to facilitate great customer experiences. This full-time position offers a competitive salary between $70,000 and $95,000 along with comprehensive benefits.
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