Top 198 Client manager Jobs in La Vergne Tn

Client Services and Experience Manager
Flagship Financial Advisors —Franklin, TN
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
4d
Part-time Client Services Associate
Flagship Financial Advisors —Franklin, TN
- $20 - $28 an hour
- Part-time
- Background check
- Inventory management
- Research
5d
Client Development Manager
Randstad North America —Franklin, TN
- $48,355 - $74,030 a year
- Full-time
- Hybrid work
- 18 years or older
- Mid-level
- 3 years
- Wellness program
- Paid parental leave
Quick Apply
Client Success Manager (100% Remote)
Vori Health Inc —Nashville, TN
- $110,000 - $119,000 a year
- Remote
- Travel
- US work authorization
- Senior level
- Paid parental leave
- Paid holidays
Quick Apply
Client Success Manager
Green Irony —Nashville, TN
- $95,000 - $115,000 a year
- Remote
- Sales
- Bachelor of Science
- Senior level
- Health insurance
- Dental insurance
Client Relationship Manager
HireRight —Nashville, TN
- Full-time
- Background check
- Mid-level
- 3 years
- AD&D insurance
- Paid holidays
Premier Client Success Manager
Office Ally —Nashville, TN
- $55,000 - $65,000 a year
- Remote
- Bachelor's degree
- Travel
- Senior level
12d
Account Manager
Corpay —Brentwood, TN
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Solutions Manager (Sales and Business Development)
Resource Environmental Solutions LLC —Nashville, TN
- Remote
- Bachelor of Science
- 3 years
- Business development
Float Case Manager
Wayne Halfway House, Inc. —Nashville, TN
- From $45,000 a year
- Full-time
- Management
- Mid-level
- Residential
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Legacy —Franklin, TN
- $60,000 - $72,000 a year
- Full-time
- Google Workspace
- Writing skills
- Office
- 401(k)
- Paid time off
Quick Apply
12d
Client Relations Administrator
Wood Financial Group —Hendersonville, TN
- $50,000 - $60,000 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Excel
- Paid holidays
- 401(k)
Quick Apply
Veterinary Client Advocate
Mill Creek Animal Hospital —Nolensville, TN
- From $20 an hour
- Part-time
- Background check
- Hospitality
- US work authorization
- Continuing education credits
- Health insurance
Quick Apply
Customer Service Representative
MGM Industries, Inc. —Hendersonville, TN
- Full-time
- Customer service
- Computer literacy
- Basic math
- Health insurance
- Dental insurance
Quick Apply
Foster Care Case Manager (based in Tennessee)
The Village Family Services —Franklin, TN
- $23.00 - $23.50 an hour
- Full-time
- HIPAA
- Mid-level
- Driver's License
- 403(b) matching
- Mileage reimbursement
Quick Apply
Bilingual Client Success Manager & Intake Coordinator (Spanish/English)
Immigration Law Office —Franklin, TN
- $39,062.67 - $50,290.52 a year
- Full-time
- Hospitality
- Spanish
- English
- Paid holidays
- Paid time off
Quick Apply
4d
Sales Support Specialist-3 Years of Experience Required
FCI Brands —Nashville, TN
- $25 - $28 an hour
- Full-time
- Customer service
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
6d
Client Success Manager - Supply Chain
Valify —Nashville, TN
- Full-time
- 5 years
- Analysis skills
- Travel
- Employee stock purchase plan
- Disability insurance
Quick Apply
10d
Client Delivery Manager - Revenue Cycle (REMOTE)
EnableComp —Franklin, TN
- Full-time
- Remote
- 3 years
- Analysis skills
- Bachelor's degree
Quick Apply
Client Relationship Manager
Ramsey Solutions —Nashville, TN
- Full-time
- Mid-level
- Office
- In-person
- Health savings account
- Relocation assistance
Quick Apply

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Client Services and Experience Manager

Flagship Financial Advisors -
Franklin, TN

Apply Now

Job Details

Full-time
4 days ago

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
401(k) matching
Retirement plan

Qualifications

Practice management
Customer relationship building
Investment management software
Regulatory compliance
Money transfers
Administrative experience
Managing clients in a customer support role
Team development
Managing financial planning clients
Attention to detail
Client services
Customer relationship management
Investment account customer support
Financial regulatory compliance
Office management
Appointment scheduling
Account management
Data-driven decision making
Account opening

Full Job Description

FLAGSHIP FINANCIAL ADVISORS

Client Services & Experience Manager

Franklin, TN · In-Office · Full-Time · Fee-Only Fiduciary RIA

Why Flagship

Flagship Financial Advisors is a fee-only, fiduciary registered investment advisory firm serving families and retirees from our offices in Franklin, TN and Huntsville, AL. We are a family-owned practice with no outside or institutional ownership, built on a simple idea: clients deserve advice that is always in their best interest, delivered by people who genuinely care about their outcomes.

Our work centers on helping clients turn a lifetime of savings into a dependable retirement “paycheck” they can count on. That mission only works when every client interaction reflects the same warmth, responsiveness, and attention to detail — and as we grow, we need a leader who can protect and elevate that experience every single day. That’s where this role comes in.

The Role

We’re looking for an experienced, proactive Client Services & Experience Manager to be the operational backbone of our growing practice and the steady hand behind a truly exceptional client experience. You’ll own the day-to-day service relationship — onboarding, account maintenance, custodial coordination, and proactive follow-through — while refining how the firm runs and partnering with advisors so they can stay focused on planning and relationships.

This is a high-trust, client-facing leadership position for someone who takes pride in things being done right and on time. If you’re the kind of person clients remember by name, who anticipates needs before they’re voiced, and who finds genuine satisfaction in a clean, well-run operation, we’d love to meet you.

What You’ll Do

Client Experience & Relationship Management

Own the delivery of a high-touch client experience across the entire client lifecycle, setting service standards that drive retention and satisfaction.
Serve as a primary point of contact for client requests and the escalation point for complex service issues, handling each with professionalism and follow-through.
Partner with advisors to keep client needs, requests, and communications addressed promptly — and support client appreciation events and relationship-building initiatives.

Client Onboarding & Account Servicing

Manage new client onboarding end to end — paperwork, account opening, funding, asset transfers, and custodial coordination.
Process account maintenance accurately and compliantly: distributions, contributions, journals, beneficiary updates, money movement, and required documentation.
Coordinate directly with custodians (Schwab and Fidelity) and service providers to resolve issues and keep accounts in good order.

Operations, CRM & Technology

Develop, document, and continuously improve the workflows and standard operating procedures that keep the client experience consistent as we grow.
Oversee CRM data quality, workflow management, and the firm’s practice management technology, and help evaluate and implement new solutions.

Advisor & Meeting Support

Coordinate advisor calendars and client review schedules, and oversee meeting preparation — agendas, deliverables, and follow-up.
Ensure meeting action items and client requests are tracked and completed on time.

Compliance, Business & Growth

Keep the practice operating in line with regulatory requirements and firm policy, partnering with compliance and supervisory personnel and maintaining accurate records.
Support budgeting, vendor oversight, and the tracking of key operational metrics, and prepare insights for firm leadership.
Partner with leadership on initiatives that support growth, efficiency, client retention, and the firm’s strategic priorities.

What We’re Looking For

Required

2+ years in wealth management operations, client service, or practice support at an RIA, broker-dealer, wealth management firm, or comparable professional services environment.
Hands-on experience with client onboarding, account servicing, money movement, and operational workflows.
Working knowledge of the Schwab and Fidelity advisor/custodial platforms (e.g., Schwab Advisor Center and Fidelity Wealthscape/Institutional).
A genuinely client-first mindset — warm, responsive, and detail-oriented under pressure — with strong organizational and communication skills.
Comfort working in a fiduciary, compliance-conscious environment.

Preferred / A Plus

Experience with Redtail CRM, Orion, and MoneyGuidePro, and familiarity with FMG for marketing and client communications.
Bachelor’s degree in business, finance, or a related field, and industry coursework or designations (or a desire to pursue them).

What You’ll Bring

Professionalism and trust — a high level of discretion, integrity, and the ability to build confidence with clients, advisors, and teammates alike.
A proactive, problem-solving approach — resourceful, adaptable, and comfortable managing many priorities at once.
A growth mindset — a collaborative team player committed to continuous improvement and to making the people around you better.

Compensation & Benefits

Competitive salary, commensurate with experience.
Health benefits through an Individual Coverage Health Reimbursement Arrangement (ICHRA).
14 days of paid time off, plus all NYSE market holidays.
Retirement plan with employer matching.
Casual Fridays, with lunch provided in the office.

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Retirement plan

Experience:

Customer relationship management: 2 years (Required)

Ability to Commute:

Franklin, TN 37067 (Required)

Work Location: In person

Apply Now

Refine Your Search

client manager jobs in la vergne tn

Client Services and Experience Manager

Part-time Client Services Associate

Client Development Manager

Client Success Manager (100% Remote)

Client Success Manager

Client Relationship Manager

Premier Client Success Manager

Account Manager

Client Solutions Manager (Sales and Business Development)

Float Case Manager

Client Service Associate

Client Relations Administrator

Veterinary Client Advocate

Customer Service Representative

Foster Care Case Manager (based in Tennessee)

Bilingual Client Success Manager & Intake Coordinator (Spanish/English)

Sales Support Specialist-3 Years of Experience Required

Client Success Manager - Supply Chain

Client Delivery Manager - Revenue Cycle (REMOTE)

Client Relationship Manager

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