Client Onboarding & Services Specialist
Listed on 2026-10-12
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Finance & Banking
Banking & Finance, Bank Customer Service -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
The Wealth Management Group in Cool Springs, TN is seeking a Client Services Associate to support Financial Advisors, onboard new clients, and handle account maintenance requests. You will manage referrals, updates, and client communications in a professional, service-oriented environment.
Ideal candidates have 2+ years of experience in financial services, strong Microsoft Office and CRM skills, and the ability to work independently while maintaining accuracy and confidentiality.
This position is for the Client Onboarding & Services Specialist role at FMG Suite. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC.
Step into the Client Onboarding & Services Specialist role at FMG Suite. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC in Franklin, TN, United States and grow with us.
Please review the full job details above before applying.
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