Client Relationship Associate Position Available In Williamson, Tennessee
Tallo's Job Summary: Our client in Brentwood, TN is hiring a Client Relationship Associate. This role involves engaging with clients, providing excellent service, preparing for meetings, maintaining records, and supporting sales and business development efforts. The position offers a salary range of $60-80K annually and requires on-site work from Monday to Friday, 8 am to 5 pm.
Job Description
Our client located in Brentwood, TN is seeking a Client Relatioinship Associate to join their team.
Position:
Client Services Assocaite Location:
Brentwood, TN Schedule:
M-F 8-5pm
Fully Onsite Salary:
$60-80
K Job Duties and Responsibilities:
Client Engagement & Service Serve as a primary point of contact for both prospective and existing clients through phone and in-person interactions. Address inquiries, deliver quotes, and ensure a high-touch service experience. Prepare for client meetings by gathering forms, reports, and presentations. Draft and prepare correspondence, forms, and spreadsheets to support ongoing client needs. Organize and maintain accurate and compliant client records and documentation. Ensure all paperwork adheres to firm standards and regulatory guidelines. Sales Support & Business Development Collaborate closely with the Financial Advisor to support client acquisition and retention efforts. Provide operational and administrative support for sales initiatives and marketing campaigns. Assist with seminar logistics and secure compliance approval for advertising materials. Prospect for new business opportunities and help build a strong pipeline of potential clients. Engage in research on clients and securities to provide meaningful insight and value.
