Client Services Associate

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The Client Services position assists the Financial Advisor with various administrative tasks and provides clients with quality service. This position interacts daily on the phone and in person with prospective and existing clients, including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while maintaining databases and creating reports using the Client Relationship Management platform. This position will have routine contact with internal and external customers required to obtain, clarify or provide facts and information while sustaining a professional image.

This role provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.

• Interact daily on the phone and in person with prospective and existing clients, including handling basic inquiries.
• Schedule and coordinate meetings and appointments for advisors.
• Create and maintain records and files.
• Maintain databases and create reports using the Client Relationship Management platform.
• Transcribe and prepare correspondence.
• Request compliance approval for bulk client communications.
• Receive cross‑training and assist with other operational functions as required.
• Handle or delegate executive Advisor emails.
• Coordinate travel arrangements for executive advisor.
• Schedule and confirm client meetings with Advisors, clients, and other outside partners.
• Schedule executive level leadership meetings.
• Generate reports for Advisor and Team.
• Regular and timely attendance is required.
• Generate birthday card reports and prepare cards for signing and mailing.
• Perform other duties as assigned.

• Associate’s degree or 2 years of administrative experience in lieu of degree.
• Proficient in Microsoft Office Suite and video conferencing systems.
• Ability to work on multiple projects simultaneously while accomplishing daily tasks.
• Effective oral and written communication skills and excellent interpersonal skills.
• Attention to detail, critical thinker and problem‑solving skills.
• High standards for integrity, honesty, professionalism, and work ethic.
• Commitment to service excellence.
• Ability to work independently while demonstrating excellent organization and follow‑through.
• Demonstrates flexible and efficient time management and ability to prioritize workload.
• Ability and willingness to move with purpose and a strong sense of urgency.
• Self‑motivated, positive, and enthusiastic.
• Self‑starter with a strong desire to exceed expectations and capable of supporting a team.
• Maintains confidentiality and discretion.
• Ability to effectively work in collaboration with others to achieve business objectives.
• Willing to grow and be challenged.
• Attend training as requested.

• Ability to work in a traditional professional office setting.
• Prolonged periods of sitting at a desk and working on a computer.
• Advanced computer skills and ability to effectively operate computer equipment, software systems and databases.
• Work schedule may vary and is determined by project schedules.
• Ability to efficiently operate all job‑related office equipment.
• Ability to communicate via telephone, computer and work in virtual teams.
• Must be able to lift up to 15 pounds at a time.
• Ability to travel using personal vehicle to other office locations as needed.

This is an exciting opportunity to join a Forbes’ Best‑In‑State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020‑2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first.

Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.

• Great Benefits – Including:
  Health Insurance, Dental, Vision, 401K, Life Insurance,…