Administrative Client Intake Specialist

Join the Wesley Financial Group Team!

Position: Administrative Client Intake Specialist

Department: Client Services | Admin

Location: Franklin, TN (Onsite role)

Do you thrive in a fast-paced, dynamic environment? Are you ready to make a difference by helping clients start their journey to financial freedom? Wesley Financial Group is looking for an Administrative Client Intake Specialist to join our Client Services team and play a vital role in our mission to transform lives.

At Wesley Financial Group, we dont just offer jobs we offer careers with purpose, perks youll love, and a culture you wont find anywhere else!

Why Youll Love Working Here:

Amazing Perks and Benefits:

• Comprehensive Coverage: Medical, Dental, and Vision Insurance.
• Invest in Your Future: 401K with a company match.
• Time for You: Generous PTO starting from day one and
• 11 paid holidays (including 2 floating holidays) 12 Total
• Celebrate Success: Fun company-wide events and employee recognition programs.
• Work-Life Balance: Monday through Friday schedule that allows you to focus on what matters.
• Onsite Goodies: Access to our fitness center, team lounges, and food trucks for a mid-day pick-me-up.

Why Wesley?

Wesley Financial Group, LLC has been in business for over 10 years. We are a 200+ employee company with a platinum rating through Dun & Bradstreet and were ranked on INC 500 in 2020 as the 203rd fastest-growing privately held company in the U.S.
Weve won over 75 business awards since 2020, including:

2024 - Great Place to Work Certified2023 Great Place To Work Certified
2023 Business Intelligence Group - Excellence in Sales & Marketing
2022 Inc. 5000 Fastest Growing Company
2021 Gold Stevie Award - Fastest Growing Company
2021 Fortune Magazine - Best Workplaces for Women
2021 Nashville Business Journal - Best Places to Work
2021 CEO Views - Top 50 Best Companies of the Year
2020-21 Inc. 500 Fastest Growing Company
2020 Fortune Magazine - Best Places Workplaces Millennia ls
2020 Business Intelligence Group - Best Places to Work

Aside from business accolades, Wesley Financial Group is strongly dedicated to giving back to the community. Through donations and volunteer work, we always strive to help others whether through our services or through our charitable work.

Additional PERKS for being a Wesley Employee:

Leadership training and advancement opportunities

Robust employee recognition programs

Ability to participate in company-wide community outreach programs

Fun engaging company-wide events and activities

Outstanding work/life balance

Spirited and passionate team environment with members who display core values of teamwork and integrity

Our Unique Culture:
At Wesley, we work hard, have fun, and truly care about each other. With a diverse and inclusive team, youll feel right at home from day one. We foster growth, encourage collaboration, and make a difference every single day!

What Youll Do:

As an Administrative Client Intake Specialist , youll be the friendly face and voice helping new clients complete their onboarding journey. Your work will ensure our clients start their experience with confidence and ease.

• Welcome New Clients: Conduct onboarding calls to guide clients through their next steps.
• File Management: Collect, scan, and upload timeshare documents to Salesforce.
• Team Player: Assist with incoming mail, emails, chatters, and faxes making sure nothing slips through the cracks.
• Process Improvement: Test systems and workflows to keep things running smoothly.
• Client Focused: Ensure all onboarding materials are completed and submitted, setting clients up for success.

What You Bring:

• Organization Rockstar: Youre great at juggling multiple tasks and meeting deadlines.
• Team Spirit: You collaborate well with others but can also work independently.
• People Skills: Exceptional verbal and written communication abilities.
• Tech Savvy: Experience with Excel, Google Sheets, and GSuite is a must!
• Detail-Oriented: You have a sharp eye for accuracy and focus on results.

Ready to Join the Fun?

At Wesley Financial Group, youll be part of a company that cares about its people, celebrates achievements, and creates a positive impact on clients lives. If youre ready to bring your skills and personality to a company that values YOU, we want to hear from you!

Click Apply Now to start your journey with Wesley Financial Group where your career meets purpose, and your teammates feel like family.

(Onsite Franklin, TN) Monday - Thursday 9:00 am - 5:00 pm and Fridays 9:00 am - 3:00pm

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