Client Relationship Associate Position Available In Williamson, Tennessee
Tallo's Job Summary: Our client in Brentwood, TN is hiring a Client Relationship Associate for a salary of $60-80K plus bonus. As the primary client contact, you will handle inquiries, prepare meeting materials, and ensure high-touch service. Working with the Financial Advisor, you will support client acquisition, prospecting, and seminar coordination, while maintaining compliant documentation and providing operational support. Ideal for those interested in financial services.
Job Description
O ur client located in Brentwood, TN is seeking a Client Relationship Associate to join their team.
Position:
Client Services Associate Location:
Brentwood, TN Schedule:
M-F 8-5pm
Fully Onsite Salary:
$60-80K plus bonus In this role, you serve as the primary point of contact for clients, handling inquiries, preparing meeting materials, and ensuring a high-touch service experience. You work closely with the Financial Advisor to support client acquisition, prospecting, and seminar coordination, while maintaining compliant documentation and providing operational support. This position is well-suited for someone with an interest in the financial services field and a desire to grow within it.
