Senior Wealth Client Services & Operations Associate
CapTrust Advisors, LLC
CapTrust Advisors, LLC is seeking a Senior Client Management Associate to provide day-to-day support and exceptional client service. The ideal candidate will assist Client Management Consultants and handle various administrative tasks while delivering high-quality service. This role requires a four-year degree, 2-5 years in the investment industry, proficiency in Microsoft Office Suite, and excellent communication skills. Join a collaborative environment focused on personal and professional growth. #J-18808-Ljbffr CapTrust Advisors, LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Client Services & Operations Associate in Brentwood, TN vacancy
- United Community Bank is looking for a Wealth Management Portfolio Manager in Brentwood, Tennessee. The role involves constructing and managing investment portfolios for high-net-worth clients, ensuring they align with financial goals. Candidates should have a strong background...SeniorFull timeRemote work
- A global wealth management firm is seeking a Client Associate based in Knoxville, TN. This full-time role involves ensuring efficient client service through managing information, educating clients on services, and preparing reports for meetings. The ideal candidate should...SuggestedFull time
- Bank of America seeks a Wealth Management Client Associate in Brentwood, TN, responsible for supporting Financial... ...by providing exceptional client service. This entry role in the Advisor... ...with advisors, assisting in operational excellence, and managing client relationships...Suggested
- ...CPA, a Tennessee tax and accounting services provider with offices in Hendersonville... ...looking for a skilled and motivated Senior Accounting Associate. This is primarily an in-office position... ...for our business and nonprofit clients, you will supervise junior staff, work...SeniorLive inWork at officeLocal areaRemote workFlexible hours2 days per week1 day per week
Crisler CPA, PLLC
Brentwood, TN1 day ago - ...Accounting Associate At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals... ...benefits, investment and wealth management products and services. With over 20,000 employees in...SeniorWork at officeLocal areaFlexible hours
Squaremouth
Brentwood, TN3 days ago - A prominent financial institution is seeking a Wealth Strategist in Brentwood, TN. This full-time position requires a strong background... ...on developing personalized financial plans for high-net-worth clients. The ideal candidate will have at least 5 years of experience...SeniorFull time
- Seven Springs Wealth Group, LLC is looking for a Financial Advisor to join their flagship Diamond Team. This role involves delivering wealth advisory services to a sophisticated high-net-worth client base, collaborating on investment strategy, and contributing to family...SeniorWork at office
- A financial services firm seeks a Wealth Management Portfolio Manager to design and manage investment portfolios for high-net-worth individuals and... ...and communication skills, and a proven ability to build client relationships. This full-time, non-remote role requires adherence...SeniorFull timeRemote work
- A financial institution is seeking a Wealth Strategist in Brentwood, TN, to develop comprehensive financial plans for high-net-worth clients. In this full-time position, you'll conduct in-depth assessments, collaborate with other professionals, and ensure compliance with...SeniorFull time
- United Community Bank is seeking a seasoned Wealth Strategist in Brentwood, TN. In this full-time role, you will develop personalized financial plans for high-net-worth clients while collaborating with Private Bankers and various professionals. The ideal candidate has...SeniorFull time
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...building long-term relationships with clients. The role partners closely with high-net... ...clients. With centralized back-office services, resources, and technology, our...Senior
Beacon Pointe
Nashville, TN14 hours ago - ...entrepreneurs. We believe in empowering our clients, and we do so by protecting... ...employee benefits, investment and wealth management products and services. With over 17,000 employees in more... ...About the position:**The **Accounting Associate** is at the core of our processing....SeniorWork at officeLocal areaFlexible hours3 days per week
- The-Forge-Companies in Brentwood, TN is looking for a Senior Trust Manager responsible for overseeing the administration of Trust Officers. You will ensure exceptional client service while managing a broad range of fiduciary responsibilities and client relationships. Ideal...Senior
$85.1k - $161.7k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...Managed Application Services Senior Consultant, you will work directly... ...for hire as an experienced associate. RSM will consider for...SeniorWork experience placementInternshipWork at officeLocal areaRSM US LLP
Nashville, TN4 days ago- The Strategic Implementer in Nashville, TN is seeking a full-time Client Service Associate to enhance client experiences. The role involves responding to client requests, managing deliverables, and assisting with compliance tasks. Ideal candidates will have financial services...Full time
$27 - $33 per hour
US Bank is seeking a Client Relationship Consultant in Brentwood, Tennessee, who will engage clients across multiple channels to deliver... ...client engagement, along with knowledge of retail products and services. The compensation for this role ranges from $27.00 to $33.00...SeniorHourly pay$61.16k - $67.95k
...JOB SUMMARY You’ll organize, manage, and oversee the operations for the Experience Lab and the adjoining staff offices. Reporting... ...HAVE… ● 3-5 years of project management and/or customer service experience ● Exceptional organization, communication and...SeniorSummer workFreelanceLocal areaWorldwideWeekend workcharity: water
Nashville, TN26 days ago- Avison Young - USA in Nashville is seeking a Senior Client Services Coordinator to support a team of brokerage professionals. This role involves... ...information requests, and supporting overall office operations. The ideal candidate will possess a Bachelor’s degree in a...SeniorWork at office
- ...and Primary Duties Provide service delivery to an assigned block of more complex clients Resolve the most complex... ...the CBIZ solution Works with senior staff to create needed communication... ...certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer...Senior
CBIZ
Brentwood, TN1 day ago - Women Veterans Interactive is seeking an Accounting Associate in Brentwood, Tennessee. This role is crucial to processing and reconciling accounts, requiring at least 3 years of cash application or accounts receivable experience. Responsibilities include processing high...Senior
- ...team helping high-profile clients understand, analyze,... ...is currently seeking a Senior Manager to join our Business Tax Services practice. Responsibilities... ...looking considerations associated with tax-related... ...and safeguard business operations and company reputation....SeniorFull timePrivate practiceWork at officeLocal area
KPMG
Nashville, TNmore than 2 months ago - A leading financial services firm is seeking an experienced Private Banker in Nashville. The role involves managing client relationships, advising on investments, and ensuring a first... ...professional growth and success in financial wealth management. #J-18808-Ljbffr JPMorgan...Senior
- The Tennessee Bankers Association is seeking a Trust Officer/Wealth Advisor to manage fiduciary and investment management... ...accounts for high-net-worth clients. Candidates should possess a... ...years of experience in financial services. #J-18808-Ljbffr Tennessee Bankers...Senior
$65k - $80k
...Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate to join our team. We're a growing fee-only firm committed to meaningful client... ...match ~ Room for development into an operations role Responsibilities include:...Full timeWork at officeMonday to FridayDecker Wealth Management Group
Nashville, TN2 days ago- ...Lead Advisor is a wealth management consulting firm. This is an... ...one of our wealth management clients in the Nashville area. Job... ...detail-oriented Registered Client Service Associate to join their team. This would be for a firm operating in the Nashville area and the...
Lead Advisor
Nashville, TN3 days ago - About the position The Accounting Associate is at the core of our processing. Through a wide variety of assigned functions by department... ...that assigned responsibilities and tasks are completed within service level agreements Reviewing and verifying the accuracy of supporting...SeniorWork at officeLocal areaFlexible hours
- ...opportunity to be part of a International Tour Operator specializing in Catholic Pilgrimages.... ...for providing exceptional customer service! Responsibilities: Handle daily... ...processing reservations and communicating with clients, organizations, travel agents, priests,...SeniorCasual workWork at officeRemote workWorldwide
206 Tours
Brentwood, TN14 days ago - Registered Client Service Associate (Nashville, TN) Company: Oppenheimer & Co. Inc. Who We Are... ...sales, marketing and day‑to‑day operations of a growing wealth management practice. This role requires... ...with little or no supervision Seniority Level Mid‑Senior level Employment...Full timeLocal area
- DXC Technology is hiring a Senior Customer Service Representative in Nashville, Tennessee. The role involves handling customer inquiries via phone and email, providing high-quality service for BHF Annuity customers. Candidates should have a high school diploma, relevant...Senior
- A leading footwear retailer is seeking a part-time Sales Associate in Franklin, Tennessee. The role involves providing excellent customer service, maintaining store presentation, and processing sales transactions. Ideal candidates will have retail sales experience and...SeniorPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Client Services & Operations Associate. Be the first to apply!
Related searches
- client account associate Brentwood, TN
- member services specialist Brentwood, TN
- information technology and services consultant Brentwood, TN
- office service associate Brentwood, TN
- public service officer Brentwood, TN
- office services specialist Brentwood, TN
- health service specialist Brentwood, TN
- facility service associate Brentwood, TN
- patient service associate Brentwood, TN
- service worker Brentwood, TN