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Wealth Client Onboarding & Experience Specialist

Job in Franklin, Williamson County, Tennessee, 37068, USA
Listing for: Baird
Full Time position
Listed on 2026-02-04
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company in Franklin, TN is looking for a Client Specialist to provide outstanding client service and support to Financial Advisors. You will coordinate client onboarding, manage communications, and assist in organizing impactful client events. The ideal candidate has 2+ years of relevant experience, is proficient in Microsoft Office, and has excellent communication and organizational skills. As a key part of the team, you will help tailor solutions to meet unique client needs and directly contribute to the firm's success.
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