Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Experience Specialist

OneDigital

OneDigital, located in Franklin, Tennessee, is seeking an enthusiastic team member to join our Wealth Management team. This role focuses on delivering exceptional client experiences and building strong relationships with clients by guiding them through onboarding and addressing inquiries. The ideal candidate should possess a bachelor’s degree in a relevant field and have strong communication skills. Our company is committed to equity and inclusion and offers a competitive benefits package, including learning and development opportunities. #J-18808-Ljbffr OneDigital

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Experience Specialist in Franklin, TN vacancy
  •  ...looking for a motivated professional to join our Wealth Management team. In this role, you will guide clients through onboarding, maintain client records, and...  ...candidate possesses excellent communication skills and experience in wealth management. We offer compensation... 
    Suggested

    Digital Insurance LLC

    Franklin, TN
    3 days ago
  • Title: Customer Relationship Process Specialist Department: Relationship Management Team Location: Franklin, TN (In-Office) Schedule: Monday - Thursday...  ...collaboration, growth, and creating exceptional experiences for clients? At Wesley Financial Group, we’re more than just... 
    Suggested
    Work at office
    Monday to Friday
    Shift work

    BlueGreen Alliance Inc

    Franklin, TN
    1 day ago
  •  ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees...  ...significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner... 
    Suggested

    Chase

    Nolensville, TN
    4 days ago
  • Private Client Advisor - Nolensville, TN J.P. Morgan Wealth Management seeks a dedicated advisor to provide comprehensive financial planning and advisory services...  ...years in a financial advisor role or equivalent experience. Demonstrated success in client acquisition, relationship... 
    Suggested

    JPMorgan Chase & Co.

    Nolensville, TN
    2 days ago
  •  ...based on a variety of factors, including experience, skills, qualifications, and the...  ...Career Growth & Learning – 40% of our management hires are internal promotions! Invest...  ...Assist group, catering, and business travel clients with reservations, rooming lists, updates... 
    Suggested
    Full time
    Work at office

    Atrium Hospitality

    Franklin, TN
    9 days ago
  •  ...Title: Customer/Client Advocacy SpecialistDepartment: Relationship Management TeamLocation: Franklin, TN (In-Office)Schedule...  ..., and creating exceptional experiences for clients? At Wesley Financial...  ...a Customer/Client Advocacy Specialist to join our dynamic team. This... 
    Work at office
    Monday to Friday
    Shift work

    Wesley Group

    Franklin, TN
    3 days ago
  •  ...firm located in Franklin, Tennessee, is seeking a Client Service Representative to provide exemplary...  ...role involves coordinating client communications, managing office operations, and ensuring an exceptional client experience. The ideal candidate holds at least an... 
    Work at office

    SYM Financial Corporation

    Franklin, TN
    9 hours ago
  •  ...Sales Team primarily via work from home. Responsibilities include managing Salesforce tasks, generating complex orders, and providing...  ...ideal candidate will have a High School diploma and 2 years of experience, with preferences for proficiency in SalesForce and Excel.... 
    Remote job
    Work from home

    WM

    Franklin, TN
    18 hours ago
  •  ...looking for a Chief Marketing Officer / Managing Partner. This entry-level role focuses on...  ...various responsibilities including client support, warranty processing, and administrative...  .... Join our team to enhance customer experiences and drive operational success. #J-18808-... 

    Three Stone

    Franklin, TN
    18 hours ago
  • Bank of America seeks a Wealth Management Client Associate in Brentwood, TN, responsible for supporting Financial Advisors by providing exceptional client service. This entry role in the Advisor Development Program offers a pathway to becoming a Financial Advisor at Merrill... 

    Bank of America

    Brentwood, TN
    1 day ago
  •  ...we're looking for enthusiastic Associates to enhance customer experiences and assist with daily operations. This role enables you to shape...  ...while being part of a vibrant team. You'll drive sales, manage merchandise, and collaborate with team members, all while enjoying... 

    Finish Line

    Franklin, TN
    1 day ago
  • $20 per hour

     ...Equities, a multi-award-winning hotel development and hospitality management company, is currently searching for a remarkable Sales...  ...High School diploma/Secondary qualification or equivalent. Experience with Marriott, processes and standards. CI/TY experience preferred... 
    Hourly pay
    Daily paid
    Work at office
    Flexible hours
    Night shift

    Hotel Equities

    Brentwood, TN
    2 days ago
  •  ...Desk Agent Arbor Lodging is a leading hotel investment and management company with a growing portfolio of hotels throughout the United...  ...High school Diploma or equivalent Credit Card handling experience preferred Hotel Front Desk experience preferred Experience... 
    Minimum wage
    Work experience placement
    Local area
    Shift work

    Arbor Lodging

    Franklin, TN
    3 days ago
  • SageSpring Wealth Partners in Franklin, Tennessee is seeking a Financial Advisor responsible for managing client relationships and refining financial plans. This position emphasizes...  ..., possesses 5-7 years of industry experience, and is Series 65 registered. Benefits... 

    SageSpring Wealth Partners

    Franklin, TN
    1 day ago
  • $65k

     ...Description We are a well-established wealth management firm located in historic downtown...  ...For more than 30 years, we have served clients and their financial portfolios with a...  ...professional office or administrative experience ~ Strong proficiency in Microsoft Office... 
    Full time
    Work at office

    Cascade Wealth Management

    Franklin, TN
    21 days ago
  •  ...Senior Customer Experience Colleague Be part of an amazing story. Macy's is more than just...  ...or online journey to acquire and grow client relationships by leveraging elevated outreach...  ...to customers, peers, and all levels of management Resourceful and able to adapt quickly... 
    Full time
    Flexible hours
    Afternoon shift

    Macy's

    Franklin, TN
    3 days ago
  • $22 - $24 per hour

    Shane Co. is seeking a Customer Service Associate in Franklin, TN, dedicated to providing a 5-star experience for customers. You will assist with shop operations, support sales activities, and ensure customer satisfaction by addressing all inquiries. The ideal candidate... 

    Shane-Compan

    Franklin, TN
    3 days ago
  •  ...of belonging focused on delivering exceptional fragrances and experiences to our customers. We focus on recruiting, retaining, and...  ...accommodations for associates and job applicants with disabilities. Our management team is dedicated to ensuring fulfillment of this policy with... 
    Weekly pay
    Daily paid
    Temporary work
    Part time
    Local area
    Work from home
    Shift work
    Weekend work
    Afternoon shift

    Bath and Bodyworks

    Franklin, TN
    18 hours ago
  •  ...Overview This role plays a key part in delivering an exceptional client experience and building strong relationships. The ideal candidate is...  ...committed to contributing to the overall success of our Wealth Management team. Responsibilities Guide new clients through... 
    Work experience placement
    Work at office
    Local area

    DIGITAL INSURANCE

    Franklin, TN
    2 days ago
  •  ...What To Expect At Tesla, our Customer Experience Specialists are at the heart of everything we do. They deliver exciting, engaging, and educational experiences that leave a lasting impression on both current and future customers. As the first point of contact in our showrooms... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours
    Weekend work
    Afternoon shift

    Tesla

    Franklin, TN
    2 hours ago
  • $17 - $21 per hour

     ...durable medical equipment (DME) process. We manage intake, documentation, routing, claims,...  ...with decades of industry and leadership experience, we've delivered tech-based solutions...  ...What We Need: As a Specialist, Customer Experience at Synapse Health,... 
    Hourly pay
    Full time
    Work at office
    Local area

    Synapse Health

    Brentwood, TN
    18 hours ago
  • $69k

     ...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for...  ...relationship-building skills Sales or customer service experience is helpful but not required Qualifications... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Franklin, TN
    6 days ago
  •  ...registers to ensure accurate, timely function and optimal operations management. Provide rooms management with a clear picture of their...  ...front desk. Fundamentals High school education or equivalent experience is required. An Accounting background is preferred but not... 
    Temporary work
    Work at office
    Night shift

    Springhill Suites Franklin / Cool Springs

    Franklin, TN
    4 days ago
  • Chief Marketing Officer / Managing Partner at Three Stone About the Role The TSR Administrator is the operational...  ...reporting accuracy, and ensuring exceptional customer experience. Key Responsibilities Customer & Client Support Handle inbound calls, emails, and... 
    Full time
    Work at office

    Three Stone

    Franklin, TN
    18 hours ago
  •  ...of belonging focused on delivering exceptional fragrances and experiences to our customers. We focus on recruiting, retaining, and...  ...accommodations for associates and job applicants with disabilities. Our management team is dedicated to ensuring fulfillment of this policy with... 
    Temporary work
    Part time
    Work from home
    Shift work
    Weekend work
    Afternoon shift

    Bath & Body Works

    Franklin, TN
    8 hours ago
  •  ...in Franklin, Tennessee, seeks an Associate to assist with daily operations and deliver exceptional customer experiences. This role involves driving sales, managing inventory, and collaborating with a dynamic team. Candidates should have a passion for customer service,... 
    Flexible hours

    JD Finish Line

    Franklin, TN
    4 days ago
  •  ...leading paint and coatings company is seeking a Customer Service Specialist in Franklin, Tennessee. This role involves assisting retail...  ...English and Spanish, and capable of lifting up to 50 lbs. Previous experience in customer service or retail is preferred. The position... 
    Flexible hours

    The Sherwin-Williams Company

    Franklin, TN
    18 hours ago
  • $15 - $17 per hour

     ...Responsible for creating and maintaining a superior Guest experience You are professional, friendly, tactful, and know how to diffuse...  ...working with scheduling/booking software Oversee the management of appointment calendar, optimizing schedule and maximizing bookings... 
    Hourly pay
    Flexible hours
    Weekend work

    Blo Blow Dry Bar

    Franklin, TN
    2 days ago
  • $22 - $24 per hour

     ...service professionals who can excel at giving our guests a 5-star experience. The level of customer service we provide at Shane Co. is...  ...providing great service. Organizational excellence and ability to manage deadlines, multitask, and prioritize effectively. Excellence... 
    Full time
    Home office
    Flexible hours
    Weekend work
    Afternoon shift

    UNAVAILABLE

    Franklin, TN
    4 days ago
  •  ...Summary This role plays a key part in delivering an exceptional client experience and building strong relationships. This position...  ...is committed to contributing to the overall success of our Wealth Management team. Essential Duties and Responsibilities (includes but... 
    Work experience placement
    Work at office
    Local area

    OneDigital

    Franklin, TN
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Experience Specialist. Be the first to apply!