Top 38 Client services associate Jobs in Franklin, Tn

Client Services Associate
SageSpring Wealth Partners —Franklin, TN
- Mid-level
- Office
- Travel
- Paid holidays
- Disability insurance
Quick Apply
Client Care Associate (Part-time & Full-time Opportunities)
My Senior Health Plan —Brentwood, TN
- $18 - $23 an hour
- Part-time
- Bilingual
- High school diploma or GED
- Organizational skills
Quick Apply
8d
Client Service Representative
VCA Animal Hospitals —Franklin, TN
- Part-time
- Entry level
- Health insurance
- Dental insurance
3d
Client Services Administrator - Franklin, TN
Advisor Talent Solutions —Franklin, TN
- $50,000 - $55,000 a year
- Mid-level
- Office
- Administrative experience
- Health insurance
- Paid time off
Quick Apply
Client Experience Associate I
Primeritus Financial Services Inc —Nashville, TN
- Office
- High school diploma or GED
- Organizational skills
Quick Apply
Client Services Associate
Pet Community Center —Nashville, TN
- From $17 an hour
- Overtime
- Bilingual
- Spanish
- Surgery
- Paid training
- Health savings account
Quick Apply
8d
Sr. Client Services Coordinator
Ingram Content Group —La Vergne, TN
- $20.06 - $24.64 an hour
- Full-time
- Inventory management
- Research
- Mid-level
- Wellness program
- Health savings account
Quick Apply
Seasonal Client Associate - Nashville, TN
Travis Mathew —Nashville, TN
- $16 an hour
- Part-time
- Cash register
- Communication skills
- Entry level
Wealth Management Client Associate
Bank of America —Nashville, TN
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Success Specialist
My Senior Health Plan —Brentwood, TN
- $20 - $24 an hour
- Full-time
- Spanish
- Office
- Administrative experience
- Profit sharing
- Paid holidays
Quick Apply
Registered Client Service Associate
Morgan Stanley —Nashville, TN
- Full-time
- Writing skills
- Mid-level
- Office
Senior Client Relationship Associate - Nashville, TN (On-Site)
EP Wealth Advisors, LLC —Nashville, TN
- $60,500 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Paid holidays
Quick Apply
Client Service Associate
Southwestern Companies —Nashville, TN
- Full-time
- Office
- Administrative experience
- High school diploma or GED
Associate Client Partner, Healthcare
Infosys —Nashville, TN
- $100,000 - $187,000 a year
- Full-time
- 3 years
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Quick Apply
13d
Associate Client Advocate - Construction
WTW —Nashville, TN
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Analysis skills
- Presentation skills
- Paid jury duty
- Health savings account
2d
Senior Client Manager
Gallagher Benefit Services —Brentwood, TN
- Full-time
- High school diploma or GED
- Supervising experience
- Bachelor's degree
- Paid parental leave
- Health savings account
Supervisor, Client Administration
Hancock Whitney —Franklin, TN
- Full-time
- 7 years
- Mid-level
- Office
Client Specialist
First Horizon Bank —Nashville, TN
- 5 years
- Mid-level
- Office
- Wellness program
- Health savings account
7d
Client Onboarding Associate
Novatech —Nashville, TN
- Analysis skills
- Driver's License
- Warehouse
- Mileage reimbursement
- Health insurance
Quick Apply
Client Manager | HVAC - Nashville
AMS Industries —Nashville, TN
- $90,000 - $140,000 a year
- Full-time
- Customer service
- Contracts
- Senior level
- Health insurance
- Dental insurance

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Client Services Associate

SageSpring Wealth Partners -
Franklin, TN

Quick Apply

Job Details

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Computer operation
Confidential information handling
Professional ethics
Video conferencing software
Productivity software
Video conferences (communication methods)
Delegation
Video conferencing systems operation

Full Job Description

Job Summary:

The Client Services position assists the Financial Advisor with various administrative tasks and provides clients with quality service. This position interacts daily on the phone and in person with prospective and existing clients, including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while maintaining databases and creating reports using the Client Relationship Management platform. This position will have routine contact with internal and external customers required to obtain, clarify or provide facts and information while sustaining a professional image. This role provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.

Job Duties & Responsibilities:

Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries
Schedule and coordinate meetings and appointments for advisors
Create and maintain records and files
Maintain databases and create reports using the Client Relationship Management platform
Transcribe and prepare correspondence
Request compliance approval for bulk client communications
Receive cross-training and assist with other operational functions as required
Handle or delegate executive Advisor emails
Coordinate travel arrangements for executive advisor
Schedule and confirm client meetings with Advisors, clients, and other outside partners
Schedule executive level leadership meetings
Generate reports for Advisor and Team
Regular and timely attendance is required
Generate birthday card reports and prepare cards for signing and mailing
Perform other duties as assigned

Required Qualifications:

Associates degree or 2 years of administrative experience in lieu of degree
Proficient in Microsoft Office Suite and video conferencing systems
Ability to work on multiple projects simultaneously while accomplishing daily tasks
Effective oral and written communication skills and excellent interpersonal skills
Attention to detail, critical thinker and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrates flexible and efficient time management and ability to prioritize workload
Ability and willingness to move with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self- starter with a strong desire to exceed expectations and capable of supporting a team
Maintains confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives.
Willing to grow and be challenged
Attend training as requested

Physical Demands:

Ability to work in a traditional professional office setting
Prolonged periods of sitting at a desk and working on a computer
Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
Work schedule may vary and is determined by project schedules
Ability to efficiently operate all job-related office equipment
Ability to communicate via telephone, computer and work in virtual teams
Must be able to lift up to 15 pounds at a time
Ability to travel using personal vehicle to other office locations as needed

-S-

About SageSpring:
This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.

Rewards & Culture:

Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
#1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.

-S-

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.

Quick Apply

Refine Your Search

client services associate jobs in franklin, tn

Client Services Associate

Client Care Associate (Part-time & Full-time Opportunities)

Client Service Representative

Client Services Administrator - Franklin, TN

Client Experience Associate I

Client Services Associate

Sr. Client Services Coordinator

Seasonal Client Associate - Nashville, TN

Wealth Management Client Associate

Client Success Specialist

Registered Client Service Associate

Senior Client Relationship Associate - Nashville, TN (On-Site)

Client Service Associate

Associate Client Partner, Healthcare

Associate Client Advocate - Construction

Senior Client Manager

Supervisor, Client Administration

Client Specialist

Client Onboarding Associate

Client Manager | HVAC - Nashville

I want to receive the latest job alert for client services associate in franklin, tn

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