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Wealth Client Specialist: Onboarding & Service

Job in Nashville, Davidson County, Tennessee, 37247, USA
Listing for: Baird
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm located in Nashville, TN, is seeking a Client Specialist. In this role, you will provide exceptional client service by managing onboarding and supporting Financial Advisors. Ideal candidates have 2+ years of experience in a relevant field and possess excellent communication and organizational skills. You will work closely with clients and assist with managing relationships through technology platforms.

Familiarity with compliance regulations is essential for success in this position.
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