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Robert Half

Client Service Specialist

Career Insights for Client Service Representative / Associate

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Based on Tennessee data

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What they do

A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.

$44,333 / year median in Tennessee

-2% projected decline

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Job Description

Anisa Henry is partnered with a respected boutique wealth management firm with a decades-long reputation for delivering exceptional service to high-net-worth individuals, families, trusts, and institutions. In the Client Service Specialist position, you'll play a central role in supporting both the Founder and Partner while serving as a key point of contact for clients. This position offers the opportunity to work in a highly collaborative, relationship-driven environment where every team member makes a meaningful impact. Ideal for someone who thrives in a client-focused setting, this role combines operational support, relationship management, and exposure to sophisticated wealth management services within a stable, close-knit firm committed to long-term success and personalized client care.
Benefits:
401(k) Safe Harbor Plan (4%)MDV (125 Plan)2 weeks PTO, 1 week sick time Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry