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Wealth Planning Client Services Associate
Job in
Jackson, Madison County, Tennessee, 38303, USA
Listed on 2026-07-26
Listing for:
CivicMinds, Inc
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Civic Minds, Inc. is seeking a Registered Client Service Associate in Tennessee to act as the main contact for a book of client households and support a lead advisor.
You will coordinate with planning, tax, and investment teams to deliver a seamless client experience and maintain rigorous Salesforce documentation. Requires 3–5 years of client-facing wealth management experience, FINRA licensing, and proactive communication.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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