Client Relationship Manager - Wealth Management

Job Title: Client Relationship Manager Wealth Management
Job Location: Brentwood, TN,
Job Type: Full-Time

Job Description:

• Serve as a primary point of contact for clients and provide responsive, professional service.
• Build and maintain strong relationships with clients while supporting their ongoing financial needs.
• Support financial advisors with daily client service and administrative responsibilities.
• Assist with opening new investment and financial accounts.
• Process account maintenance requests and other client service transactions.
• Coordinate client paperwork and ensure documentation is complete and accurate.
• Assist with investment-related account activities and financial planning processes.
• Prepare materials and information for client meetings.
• Schedule and coordinate client appointments and advisor calendars.
• Follow up on outstanding client requests, paperwork, and action items.
• Maintain accurate client information and activity within CRM and internal systems.
• Support advisors with the preparation and maintenance of financial plans.
• Maintain organized and compliant client records.
• Communicate with clients regarding account documentation, service requests, and meeting preparation.
• Coordinate with internal and external partners to resolve account or service issues.
• Handle confidential financial and personal information with discretion.
• Manage multiple priorities while maintaining strong accuracy and attention to detail.
• Support additional administrative and operational responsibilities as needed.