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Wealth Client Services Specialist
Job in
Nashville, Davidson County, Tennessee, 37247, USA
Listed on 2026-08-30
Listing for:
Crump Life Insurance Svcs Inc
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Truist Financial Corporation is seeking an organized and client-focused team member to provide in-office support to Wealth Advisors in Nashville. The role involves serving as the primary intake point for client and advisor requests and coordinating with a centralized service team to ensure timely fulfillment of operational tasks.
The ideal candidate will have a degree or banking experience, strong communication skills, and proficiency with Microsoft Office.
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