Client Services Advisor Position Available In Williamson, Tennessee

Client Services Advisor SageSpring Wealth Partners

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Franklin, TN Job Details Estimated:

$54.5K

• $68.

2K a year 9 hours ago Benefits Paid holidays Disability insurance Health insurance Dental insurance 401(k) Vision insurance Life insurance Qualifications Financial planning Financial planning software Wealth management Trading Financial software Mid-level Microsoft Office Finance Bachelor’s degree Client services Organizational skills Computer skills Business Administration Communication skills

Full Job Description Job Summary:

The Client Service Advisor plays a pivotal role in delivering exceptional client service by managing money movements, executing trades, and handling client requests with precision and efficiency. This position is responsible for both administrative and advisory tasks, ensuring timely and accurate execution of financial transactions while also providing guidance on retirement, investment, and estate planning matters. The ideal candidate will have strong organizational skills, attention to detail, and a proactive approach to client service. This role reports to the Partner Advisor and collaborates closely with the operations and client service teams to ensure seamless client experience.

Job Duties & Responsibilities:

Money Movements:

Oversee drafts, journals, and distributions to, from, and between client investment accounts. Execute and oversee bank linkages. Call clients to confirm transactions and set proper expectations. Follow up with clients upon transaction completion.

Trading and Enrollments:

Execute buys and sells of all marketable securities within the practice. Make necessary confirmation calls to clients regarding trades. Complete new account enrollments, including investment strategy enrollment forms. Coordinate with investment trading platforms/teams for trade execution.

Client Requests:

Respond promptly and effectively to client inquiries regarding retirement contributions, withdrawals, and tax withholdings. Provide guidance on 401(k) investment options, 529/UTMA accounts, and pension elections. Perform charitable giving recommendations and facilitate corresponding trades and money movements. Review annuity contracts and conduct LTC/Life insurance prequalification and underwriting. Manage 401(k) participant accounts and service client children from start to finish.

Annual Planning Tasks:

Execute and manage RMD, IRA, QCD, and Roth conversions for clients in accordance with annual planning schedules.

Developmental Responsibilities:

Conduct task-oriented and administrative meetings, focusing on estate consolidations and light advisory matters. Take ownership of meetings with a subset of clients to alleviate workload from senior advisors. At the pinnacle, fully own the service model that we deliver to clients of the book.

Required Qualifications:

Bachelor’s degree in Finance, Business Administration, or a related field. Experience in financial planning, client services, or wealth management preferred. Strong attention to detail and ability to manage multiple tasks efficiently. Excellent communication skills, both verbal and written. Proficiency in financial planning software, trading/cashiering platforms, and CRM systems. SIE and series 65 licenses (or ability to obtain within 30 days). Proficient in Microsoft Office Suite and video conferencing systems Ability to work on multiple projects simultaneously while accomplishing daily tasks Attention to detail, critical thinker and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrates flexible and efficient time management and ability to prioritize workload Ability and willingness to move with purpose and a strong sense of urgency Self-motivated, positive, and enthusiastic Self

• starter with a strong desire to exceed expectations and capable of supporting a team Maintains confidentiality discretion Ability to effectively work in collaboration with others to achieve business objectives.

Willing to grow and be challenged Attend training as requested

Physical Demands:

Ability to work in a traditional professional office setting or remote equivalent Prolonged periods of sitting at a desk and working on a computer Advanced computer skills and ability to effectively operate computer equipment, software systems and databases Work schedule may vary and is determined by project schedules Ability to efficiently operate all job-related office equipment Ability to communicate via telephone / computer and work in virtual teams Must be able to lift up to 15 pounds at a time Ability to travel using personal vehicle to other office locations as needed

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About SageSpring:

This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.

Rewards & Culture:

Great Benefits

• Including:

  Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays. #1 Culture

• Join and grow in an award-winning culture where you’ll look forward to Monday. Inspiring Leadership
• Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment. Team Engagement
• Build genuinely special relationships and bonds throughout your team and across the company and partners. High Performance
• Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down. Continuing Education
• Let us help you transform your career goals and educational accomplishments into opportunities and successes. Community Involvement
• We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.
• S•The specific statements shown in each section of this description are not intended to be all-inclusive.

They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth Partners affirms our commitment to make reasonable accommodation for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.