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Wealth Client Experience Associate

Job in Knoxville, Knox County, Tennessee, 37955, USA
Listing for: NewEdge Capital Group
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm in Knoxville is seeking a Client Service Associate to enhance the client experience and provide operational support to Financial Advisors. The ideal candidate has 2-5 years of client service experience and is proficient in Microsoft Office. This role involves educating clients, managing account service requests, and maintaining key client information. Exceptional communication skills are essential. Competitive compensation and opportunities for professional growth are offered.
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Position Requirements
10+ Years work experience
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