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Client Experience Specialist – Financial Services

Job in Pulaski, Giles County, Tennessee, 38478, USA
Listing for: McCall Wealth Advisors
Full Time position
Listed on 2026-06-03
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 32000 - 45000 USD Yearly USD 32000.00 45000.00 YEAR
Job Description & How to Apply Below

McCall Wealth Advisors is seeking a Client Service Associate in Pulaski, TN. This role is crucial for managing client relationships and providing administrative support to Financial Advisors. Responsibilities include handling client inquiries, coordinating appointments, and managing office supplies.

The ideal candidate will have at least 2 years of customer service experience, preferably in financial services, and strong organizational skills. The position offers a salary range of $32k-$45k and benefits including paid time off and a 401k plan.

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