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Front Desk Client Services Associate

Brentwood, TN 37027

Posted: 02/21/2024 Specialization: Administrative Job Number: 3581

Job Description

Our client is seeking a Front Desk Client Services Associate for their Wealth Management office in Brentwood, TN. The ideal candidate will be professional, personable, and have Wealth Management experience as they will be assisting advisors 10%-20% of their time. Some of the duties include:
  • Be the face of the company, greet clients with a smile
  • Handle all incoming calls
  • Scheduling conference meeting location
  • Order office supplies
  • Meet clients for all meetings and help set meetings and then breakdown afterward
  • Assist with administrative services for a few independent advisors –open accounts, assist with meeting scheduling, service accounts
  • Experience with Salesforce, reporting platforms like Black Diamond, Fidelity Wealthscape (would be a plus), Outlook, Excel

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