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Bank Customer Service

Wealth Client Services & Onboarding Specialist

Job in Knoxville, Knox County, Tennessee, 37955, USA
Listing for: NewEdge Advisors
Full Time position
Listed on 2026-01-12
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Job Description & How to Apply Below
A reputable financial services firm in Knoxville is seeking a Client Service Associate to enhance the client experience by providing operational support to financial advisors. The role involves educating clients on services, processing service requests, and maintaining accurate client information. Candidates should have 2-5 years of client service experience and excellent communication skills. This opportunity offers a dynamic environment where attention to detail and multi-tasking abilities are essential.
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