Client Services & Admin Associate
SageSpring Wealth Partners
SageSpring Wealth Partners is seeking a Client Services Associate in Brentwood, TN. This role supports Financial Advisors with administrative tasks, maintains client records, and delivers quality service to prospective and existing clients. You will coordinate meetings, generate reports, and ensure accurate database management. Ideal candidates have an associate's degree or equivalent experience, strong Microsoft Office and communication skills, and the ability to manage multiple priorities with #J-18808-Ljbffr SageSpring Wealth Partners
Vacancy posted 4 days ago
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