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Financial Services Client Onboarding Specialist
Job in
Jackson, Madison County, Tennessee, 38303, USA
Listed on 2026-07-15
Listing for:
Thoroughbred Financial Services, LLC
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Thoroughbred Financial Services, LLC in Brentwood, TN, seeks a Client Service Associate to support financial advisors and manage day-to-day client service tasks. You will handle onboarding, account maintenance, and communications, ensuring accuracy and timely responses while working closely with the advisory team.
The role requires a finance or accounting degree and 3 years of financial services sales support, strong MS Office and CRM skills (Redtail preferred), and a detail-oriented,
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