Skip to main content
McCarthy Search

Customer Relationship Specialist (Franklin)

L5

wellFranklin, TNyesterday

$70,000-$80,000

Occupations

Personal Financial AdvisorsCustomer Service RepresentativesSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industries

Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
Client Relationship Specialist | Franklin, TNWe're looking for someone clients and advisors can count on to keep things organized, on track, and handled with care.
Location: Franklin, TN (in office)
Compensation: $70,000-$80,000 based on experience, bonus eligible
Status: Full time
The Role: Support senior advisors by managing client relationships, meeting prep, paperwork, and follow-through, so clients feel taken care of and advisors can focus on planning. New business development is handled separately; this role is 100% client care and advisor support.
What You'll Do:
  • Prepare for and follow up on client meetings, including reports and paperwork
  • Serve as a go-to contact for clients by phone, email, and in person
  • Handle account opening, investment paperwork, money movement, and reporting
  • Place trades at an advisor's direction
  • Keep advisor calendars, deadlines, and client records organized
  • Support client events and day-to-day office needs
  • What You'll Bring 3+ years in financial services, ideally wealth management or an RIASeries 65 license preferred, or willingness to obtain
  • Bachelor's degree preferred, not required
  • Strong communication and relationship management skills
  • Sharp attention to detail across multiple systems and priorities
  • Microsoft Office proficiency; CRM experience (Orion, Redtail) a plus
  • A track record of sticking with roles and growing within them
  • Growth PathToward financial planning: support pursuing a CFP or FPQP designation
  • Toward deeper client service: family office work with top-tier clients
Benefits: Health insurance, dental, PTO, VTO, financial wellness, 401(k) with company match, tuition reimbursement Family-run RIA focused on high-net-worth clients, and that invests in the people who invest in them.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Salary

$70,000-$80,000

Location

Franklin, TN

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

To get sharper similar jobs, create your profile using the link below.

Create profile