Client Services & Operations Coordinator Position Available In Davidson, Tennessee

Client Services & Operations Coordinator Beyond Asset Management Nashville, TN 37205

• Hybrid work

Client Services & Operations Coordinator Location:

Nashville, TN | Part-time or Full-Time | Remote/Office Hybrid Are you a highly organized, detail-oriented professional who thrives in a fast-paced financial services environment? Our team is looking for a proactive and personable Client Services & Operations Coordinator to support our advisors and deliver an exceptional client experience.

Key Responsibilities:

Set and confirm client meetings; serve as a primary point of contact for clients Manage advisors’ calendars and daily scheduling needs Generate and process investment account and insurance paperwork (primarily electronic) Maintain and manage CRM, including: Client records and account updates Organizing client notes Managing workflows Onboard new clients into financial planning software and assist throughout the onboarding process Answer phone calls and return voicemails in a timely manner Liaise with outside companies regarding client service requests and follow-ups Monitor account funding and communicate updates to advisors Handle mail and FedEx shipments efficiently when applicable Help coordinate client appreciation events, to include assisting with event invitations and marketing emails Perform other administrative and operational duties as assigned

Qualifications:

2+ years of administrative or customer service experience (financial services industry preferred) Ability to manage multiple priorities and adapt to changing needs Strong organizational skills and attention to detail Excellent communication and interpersonal skills Proficiency in CRM systems preferred, Microsoft Office, and general office tools Understanding of financial services terminology is a plus (i.e. Qualified vs NonQualified, IRA vs Roth IRA, etc) Why Join Us? We are a dynamic financial services team committed to delivering value and trust to our clients. We offer a collaborative environment, opportunities for growth, and a strong focus on professional development.

Compensation and Benefits:

• Hourly rate of $20-24 based on experience
• Health insurance available for full-time employees
• Flexible schedule… we are all human How to

Apply:

Please send your resume and a brief cover letter outlining your relevant experience to Renee Hitchcock at Renee@GoBeyondAM.com.

Job Types:

Full-time, Part-time Pay:

$20.00 – $24.00 per hour Expected hours: 25 – 32 per week

Schedule:

Day shift Monday to

Friday Work Location:

Hybrid remote in Nashville, TN 37205