Client Specialist - Financial Adviser

  • location: Nashville, TN
  • type: Permanent
  • salary: $45,000 per year
easy apply

job description

Client Specialist - Financial Adviser

job summary:
A Randstad wealth management client in downtown Nashville is looking for (2) Senior Client Specialists to join their team immediately!

The Senior Client Specialist will support the on-boarding of clients while closing working hand-in-hand with Financial Advisers and Private Wealth Associates.

location: Nashville, Tennessee
job type: Permanent
work hours: 9 to 5
education: Bachelor's degree
experience: 3 Years
Senior Client Specialists Will

- Partner with Financial Advisors to 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 to accomplish a common goal of providing exceptional service to clients

- Interact and communicate with clients by providing, explaining, and obtaining information needed to establish new accounts

- Provide expertise surrounding all aspects of the account opening process across a variety of entities

- Work with clients to facilitate the initial transfer of assets from other firms

- Coordinate with team members in our Legal and Compliance Departments to obtain final approval of new accounts

- Oversee the workflow of the specialist team and its members to ensure prioritization and responsiveness meet the needs of the internal and external clients


  • Bachelors degree in Finance
  • 3 years experience in client servicing role
  • Client focused, detail oriented and ability to multitask in a fast pace environment
  • Strong communication and rapport building skills
Candidates will be REQUIRED to complete client sponsored exams (SIE, Series 7 and 63)

Intellectual curiosity in financial operations and wealth management services is an absolute must!

skills: Client Service, Finance Supv/Mgmt
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

easy apply

get jobs in your inbox.

sign up

related jobs