Client Relations Representative
Position Summary The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. This role includes travel and event support for our Murfreesboro office. Key Responsibilities…
Read MoreClient Relations Representative
Position Summary The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. This role includes travel and event support for our Huntsville office. Key Responsibilities…
Read MoreWealth Management Associate
Client Service Associate*Works with Wealth Advisor onboarding new clients*Assists with custodial tasks*Prepares reports and paperwork for client meetings*Communicates with clients on outstanding tasks Position Overview: As a Client Service Associate, you will play a key role in welcoming new clients and ensuring their onboarding journey is seamless, efficient, and exceptional. You’ll be the friendly, organized, and…
Read MoreClient Relations Representative
Position Summary The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects for this financial firm, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. There is local travel involved for events in the…
Read MoreFinancial Administrator
Local Financial Planning office and National Registered Investment Advisory is seeking a candidate with at least 3-5 years of experience working in one or both of these organizations. This position currently encompasses some aspects of each of the following areas: The Financial Administrator is responsible for processing and tracking all business accurately and efficiently to…
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