Client Relationship Specialist

Job Description

Job Description

Client Relationship Specialist

Location : Franklin, TN

Compensation : $70,000 - $80,000 (based on experience)

Status : Full time; In Office

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works collaboratively to bring our values to life each day : hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Some things to know about us :

• We are a family business, and we treat each other like family. That sounds like a cliché, but it's the truth.
• We are honest, caring people.
• Our team is small and growing, specializing in high-net-worth clients. This means we carry a broad range of expertise to provide the utmost in client service to our clients. You'll be able to learn from the best across many aspects of the financial services industry.

Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!

Sound appealing? We are building a team with people who share our values and want to contribute to our clients' experiences. We would like you to think of how we can do things better, make an impact, and continue to grow.

We are excited to have an opportunity to welcome a Client Relationship Specialist to our team who will support the firm's senior staff. The attributes that we are looking for in a teammate include :

If you are a fit for this position, we know that you are interested in more details. Read on! As a Client Relationship Specialist, you can expect to :

For example :

All meeting preparation – from investment updates to financial planning updates

Input data for new client financial plans

Make recommendations to systematize and improve office functioning

Update social media with approved educational content

For example :

Attend all in-office and Zoom client meetings

Take notes during client meetings

Conduct check-in calls with clients

Answer phones in a professional and courteous manner

Greet clients and respond to their immediate needs

Demonstrate access to and use of the client portal; conduct client training; troubleshoot issues; give instructions for IRA RMD charitable donations; notify clients of IRA RMDs and give instructions for satisfying requirements; generate and send tax forms

Organize and plan events for clients and prospects

For example :

Follow up on post-meeting tasks, initiating action and monitoring until complete

Update cost basis information

Provide total office coverage in the absence of the administrative assistant

Handle all incoming and outgoing mail and packages

For example :

Anticipate advisor needs and handle them proactively

Prepare new account and investment paperwork

Place trades at the direction of the advisor

Process money movement requests

Track planning fees

Generate client reports; generate Morningstar reports

Scan client statements, correspondence, and documents

Data entry of all clients personal and financial information

For example :

Complete projects assigned by senior staff members

This position serves as the primary liaison between Financial Advisors and clients to ensure quality service is provided throughout the firm's client base. It's expected that the candidate provides proactive task management of necessary Financial Planning initiatives that increase per advisor capacity to serve clients and facilitate client growth.

You will work closely with the Operations Team to ensure clients are well served and company goals and objectives are met. This position is not required to generate new clients for the firm but help Financial Advisors do so by freeing up their time.

Qualifications for this role include :

Ability to work simultaneously with multiple programs is required

Ability to learn and apply new programs quickly and efficiently is required

Orion and Redtail experience is a plus

Team members will have career tracks to choose from. For example, CRSs who want to become planners will be supported in pursuing either the CFP® (Certified Financial Planner) or the FPQP® (Financial Paraplanner Qualified Professional) designation and have opportunities to contribute to the creation of personal financial plans for our clients. CRSs who are interested in working closely with our highest net worth clients in all aspects of their lives may move to support our family office services. Whichever path you choose, your commitment to our firm will be reciprocated by our investment in you and your future!

Get in touch today so that we can get to know you! As a Client Relationship Specialist , you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!