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Client Services Associate – Financial Advisory Team

Job in Franklin, Williamson County, Tennessee, 37068, USA
Listing for: SageSpring Wealth Partners
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth advisory firm in Franklin, TN is seeking a Registered Client Services professional to assist financial advisors and provide administrative support. The ideal candidate will interact with clients, maintain records, and excel in customer service. This role requires effective communication skills, attention to detail, and proficiency in Microsoft Office. The firm offers a positive work environment and competitive compensation, emphasizing continuous growth and community involvement.
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Position Requirements
10+ Years work experience
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