Client Services Associate - Wealth Management

The Wealth Management Group

The Wealth Management Group in Cool Springs, TN seeks a Client Services Associate to onboard new clients and service existing accounts. You will handle beneficiary changes, withdrawals, client calls, and prepare account summaries for advisor meetings. We value organized, detail-oriented professionals who enjoy building relationships with clients and prospects. This in-office role requires strong communication, Salesforce experience, and the ability to work with little supervision in a #J-18808-Ljbffr The Wealth Management Group

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Vacancy posted 14 hours ago

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