Client Services Administrator - Financial Firm - Franklin, TN

Advisor Talent Solutions is hiring a Client Services Administrator for its financial firm in Franklin, TN.

Entry level

Full‑time

Other

Franklin, TN

Are you looking for an opportunity to utilize superior client service skills and work one‑on‑one with clients daily? If you enjoy developing long‑term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow‑through

• Associate degree preferred
• Financial Industry experience required
• 2+ years working alongside a Financial Advisor in a fast‑paced office environment preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Complete and process all applications for business submitted by Advisor
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Assist in setting client appointments
• Work independently with Financial Advisor(s) and help other CSA’s as needed

• $50,000-$55,000

• Health Insurance
• PTO
• 401(k) Match

• Monday‑Thursday: 8:30 am – 5:00 pm
• Friday: 8:30 am – 4:00 pm