Private Wealth - Client Specialist

  • location: Nashville, TN
  • type: Permanent
  • salary: $45,000 - $50,000 per year

job description

Private Wealth - Client Specialist

Randstad Office Professionals is actively assisting our Financial Services & Wealth Management Client located in Downtown Nashville in hiring for a Financial Client Specialist role. 

Are you an entry level Finance professional, actively looking for an opportunity to get your foot in the door in Financial Advisory? 

This is the opportunity you have been looking for! 



Responsibilities

  • Partner with internal business partners in the onboarding of new clients in Private Wealth Management at Bernstein. The Client Specialist will onboard and provide service and support functions to set up new accounts by facilitating the coordination of all aspects of the account creation process
  • Partner with Private Wealth Associates on all aspects of onboarding process to ensure superior client service throughout the process, all client’s first interaction with the firm 
  • Facilitate the coordination of the transfer of assets from other firms to Bernstein through proactive and diligent review of our transfer process
  • Coordinate with team members in our Legal and Compliance Departments to handle any documentation related account opening items and obtain final approval of new accounts


The essential functions of this role include:
  • working in a smoke free environment
Skills
  • Operations (1 year of experience is preferred)
  • Financial Advising (1 year of experience is preferred)
  • Private Wealth Management (1 year of experience is required)
Education
  • Bachelors (required)
Qualifications
  • Years of experience: 1 year
  • Experience level:Entry Level
Shift: First

Working hours: 8 AM - 5 PM

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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