Client Services Specialist, Financial Planning
Job in
Franklin, Williamson County, Tennessee, 37068, USA
Listed on 2026-06-16
Listing for:
SageSpring Wealth Partners
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Sage Spring Wealth Partners in Franklin, TN is seeking a Client Services Associate to assist financial advisors with various administrative tasks. This role emphasizes quality service to clients and includes responsibilities like scheduling, maintaining databases, and generating reports.
The ideal candidate will have an Associates degree or two years of relevant experience, exhibit strong communication skills, and show a commitment to service excellence. Enjoy a vibrant work culture and excellent benefits.
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