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
 
responsibilities:
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

 
qualifications:
Qualifications:

  • 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
{{returnMsg}}

related jobs