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

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 3 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... 
    Senior
    Full time
    Remote work

    United Community Bank

    Brentwood, TN
    5 days ago
  •  ...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... 
    Senior
    Live in
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week
    1 day per week

    Crisler CPA, PLLC

    Brentwood, TN
    1 day ago
  • 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... 
    Senior
    Work at office

    Seven Springs Wealth Group, LLC

    Brentwood, TN
    2 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... 
    Senior
    Full time

    United Community Banks Inc.

    Brentwood, TN
    4 days ago
  • 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... 
    Senior
    Full time

    United Community

    Brentwood, TN
    4 days ago
  • 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... 
    Senior
    Full time
    Remote work

    United Community Banks Inc.

    Brentwood, TN
    2 days ago
  • 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... 
    Senior
    Full time

    United Community Bank

    Brentwood, TN
    5 days ago
  •  ...Dormont Manufacturing Co in Nashville, TN is seeking a Registered Client Service Associate to modernize client experience and provide exceptional service. The position involves building client relationships, onboarding clients, and assisting Financial Advisors with business... 

    Dormont Manufacturing Company

    Nashville, TN
    15 hours ago
  •  ...Job Summary The Client Services position assists the Financial Advisor...  ...training and assist with other operational functions as required...  ...assigned Required Qualifications Associate's degree or 2 years of administrative...  ...and Holidays. SageSpring Wealth affirms its commitment to... 
    Temporary work
    Work at office
    Flexible hours

    SageSpring Wealth Partners

    Brentwood, TN
    1 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 17,000 employees in... 
    Senior
    Work at office
    Local area
    Flexible hours
    3 days per week

    HUB International

    Brentwood, TN
    4 days ago
  • 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

    The-Forge-Companies

    Brentwood, TN
    5 days ago
  •  ...About Wealth Enhancement Wealth Enhancement is an...  ...enriching the lives of our clients. We continually seek...  ...management services to over 90,000 households...  ...office is hiring a Team Operations Associate to support the lead...  ...systems. Support the Senior Client Service Manager... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Brentwood, TN
    3 days ago
  • PathGroup in Brentwood, Tennessee is seeking a Client Bill Representative to manage and oversee client billing functions. In this role, you will ensure the accuracy of invoices, and manage account reconciliation processes. The ideal candidate will resolve client billing... 
    Senior

    PathGroup

    Brentwood, TN
    5 days ago
  • A leading international tour operator is seeking an Operations Assistant to manage data entry, engage with clients, and support sales operations. The ideal candidate should have...  .... If you are passionate about customer service and dedicated to excellence, apply today and... 
    Senior
    Work at office

    206 Tours Inc.

    Brentwood, TN
    4 days ago
  •  ...Wealth Management Client Sales Specialist Job Category: Wealth Management Requisition...  ...advisor(s) through a full service platform. Assists in...  ...and ensures adherence to operating procedures. Demonstrates ownership...  ...clients, communities and associates unlock their full potential... 
    Full time
    Monday to Friday

    First Horizon

    Brentwood, TN
    3 days 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

    Women Veterans Interactive

    Brentwood, TN
    4 days ago
  •  ...and Primary Duties: Provide service delivery to an assigned block of more complex clients Resolve the most complex customer...  ...the CBIZ solution Works with senior staff to create needed...  ...certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman... 
    Senior
    Part time

    CBIZ

    Brentwood, TN
    1 day 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

    JPMorgan Chase & Co.

    Nashville, TN
    4 days ago
  •  ...Horizon Bank in Brentwood, TN, is seeking a Wealth Management Client Sales Specialist. This role focuses on...  ..., communication, and customer service skills, and is proficient in Microsoft Office. Experience in banking operations is preferred, and a Bachelor’s degree is... 
    Work at office

    First Horizon Bank

    Brentwood, TN
    5 days ago
  • 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

    Tennessee Bankers Association

    Nashville, TN
    5 days ago
  • $65k - $80k

     ...Client Service Associate Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate to join our team. We'...  ...with employer match ~ Room for development into an operations role Responsibilities include: Respond to... 
    Full time
    Work at office
    Monday to Friday

    RIA Recruiting

    Nashville, TN
    2 days ago
  • $50k - $55k

     ...-focused financial advisory firm that provides a range of services to our clients, from investment management, risk mitigation, financial planning...  ..., who would oversee and help train other Client Service Associates, or to follow the track into becoming a Paraplanner and... 
    Work at office

    Caldwell Advisors, LLC

    Brentwood, TN
    1 day ago
  •  ...Truist is seeking a dedicated professional to provide client and advisor support within the Wealth Management team in Nashville, Tennessee. The role involves...  ...management, and interfacing with a centralized service team. Ideal candidates should have strong organizational... 

    Truist Inc

    Nashville, TN
    1 day 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... 
    Senior
    Work at office
    Local area
    Flexible hours

    Women Veterans Interactive

    Brentwood, TN
    2 days ago
  • Vaco Recruiter Services is looking for a Client Services Specialist in Franklin, Tennessee. This role involves supporting advisors and enhancing...  ...client experience through high-quality service and daily operations support. Ideal candidates are highly organized and detail... 

    Vaco Recruiter Services

    Franklin, TN
    3 days ago
  • 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... 
    Senior
    Part time

    Rack Room Shoes

    Franklin, TN
    6 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 time
    Local area

    Oppenheimer & Co. Inc.

    Nashville, TN
    5 days ago
  • $65k - $80k

     ...Client Service Associate Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate to join our team. We'...  ...with employer match ~ Room for development into an operations role Responsibilities include: Respond to client... 
    Full time
    Work at office
    Monday to Friday

    RIA Recruiting

    Nashville, TN
    26 days ago
  • 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... 

    OneDigital

    Franklin, TN
    5 days ago
  • A leading loyalty solutions provider is seeking a Director, Client Services to lead strategic client relationships and oversee loyalty program delivery. This role demands strong leadership and expertise in loyalty marketing, alongside a commitment to team growth within... 
    Senior
    Remote work
    Flexible hours

    Medium

    Nashville, TN
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Client Services & Operations Associate. Be the first to apply!