Nashville Client Service Associate — Private Wealth
Oppenheimer & Co. Inc.
A leading investment firm in Nashville seeks a Registered Client Service Associate to support Financial Advisors in operations, marketing, and client services. Candidates should possess 3+ years of experience in a sales assistant role within a corporate setting, be tech-savvy, and have strong interpersonal skills. The position promises growth opportunities within a dynamic team, all while maintaining the highest levels of professionalism and confidentiality. #J-18808-Ljbffr Oppenheimer & Co. Inc.
- Registered Client Service Associate (Nashville, TN) Company: Oppenheimer & Co. Inc. Who We Are Oppenheimer... ...Position Overview Oppenheimer & Co. Inc.’s Private Client Division is currently seeking... ...day‑to‑day operations of a growing wealth management practice. This role...SuggestedFull timeLocal area
- 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...SuggestedFull time
- ...CFA Institute is looking for a UHNW Private Wealth Associate for its Nashville headquarters. This role requires strong analytical and communication skills to deliver exceptional client service to high-net-worth individuals. Ideal candidates have a bachelor's degree, two...Private
$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 relationships and investing in our people. Work-life balance, teamwork, and enabling everyone...SuggestedFull timeWork at officeMonday to Friday- 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...SuggestedWork at office
- ...Job Overview Merrill Wealth Management provides client service support for one or more Financial Advisors (FAs), focusing on enterprise strategic objectives, operational excellence, and client advocacy. The role serves as the primary point of contact for clients within...Seasonal workWork from homeShift workDay shift
- ...Client Service Associate Nashville, Tennessee, United States Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our workplace...Temporary workWork experience placementImmediate start
- ...RBC Wealth Management Opportunity Join RBC and help clients thrive and communities prosper. You will embrace... ...in scope, combining Branch Service Manager and Client Associate responsibilities. As the Branch... ...: 818 18TH AVENUE SOUTH, Nashville City: Nashville Country...Full timeWork at officeFlexible hours
- ...Opportunity? Join RBC and help clients thrive and communities... .... You will embrace RBC Wealth Management's core values... ...in scope, combining Branch Service Manager and Client Associate responsibilities.... ...818 18TH AVENUE SOUTH:NASHVILLE City: Nashville...Full timeWork at officeFlexible hours
- AllianceBernstein L.P. is seeking an entrepreneurial-minded UHNW Private Wealth Associate for their Nashville office. This role involves supporting complex clients, providing exceptional customer service, and collaborating with financial professionals. Candidates should...PrivateWork at office
- ...Client Service Associate The Client Service Associate is responsible for supporting our client service team by handling foundational service tasks that do not require a Property & Casualty license. This position is ideal for someone who enjoys helping others, is detail...Work at officeFlexible hours
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Work at officeLocal area
- ...Strategies Company in Nashville, TN. We are... ...tailored solutions to clients, we want to... ...Day-to-Day Client Service Primary recipient... ...Prod/AE. Work with Associate Account manager or... ...is the 9th largest privately held U.S. brokerage... ...services and financial & wealth solutions. With...PrivateContract workLocal area
- Customer Service Representative- MUST LIVE NEAR NASHVILLE, TN page is loaded## Customer Service Representative- MUST... ...individuals who are technical, creative, client-focused, and most importantly... ...operation and administrative private company with a staff of over 650 employees...PrivatePermanent employmentWork at officeRemote workWork from homeMonday to FridayFlexible hours
$65k - $80.2k
Wealth Management Advisor, Nashville - Burkitt Commons, TN page is loaded## Wealth Management... ..., and committed to our clients and employees.At Wealth... ...management and insurance services based upon a client's unique... ...and services* Knowledge of private banking products and services...PrivateTemporary workWork experience placementLocal areaFlexible hours- ...Technology group (EIMT) is part of the Private Wealth Technology department, which supports Private... ...and invests over 35,000 private client accounts with roughly $100 billion in assets... .... What You’ll Do We are seeking a Nashville‑based Programmer to join our Private Wealth...Private
- BluWave, located in Nashville, Tennessee, is seeking a Client Solutions Associate to manage projects and support key value creation initiatives in the Private Equity industry. Ideal candidates will have... ...contribute to reshaping B2B service connections! #J-18808-Ljbffr...PrivateRemote jobFlexible hours
$20.83 per hour
...Location: Nashville, Tennessee 37212 Schedule: November 13, 2025 | 8:00 AM - 11:00 AM... ...surgery support and transportation for a client undergoing a cosmetic procedure. The... ...Hiring info: We're looking for private helpers/ caregivers for clients on Herewith...PrivateStart working today- ...simplify complexity for Private Bank clients by challenging and... ...articulate and achieve their wealth goals. Create streams... ..., and trust services. Ensures delivery and... ...partner. LOCATION - Nashville, Tennessee 37219 Attention... ...responsible for any associated fee. Fifth Third...PrivateWork experience placementPrivate practiceWork at office
- ...entertainment business management firm with offices in Nashville, New York, and Los Angeles. We are looking for a Client Specialist to join our team of talented and... ...Basic Tax Prep and other tasks specifically associated with accounting in the music industry Special projects...Full timeWork at officeRemote workMonday to FridayFlexible hours
- Bank of America is looking for a client service professional in Nashville, TN, to support Financial Advisors. The role involves educating clients about bank services, ensuring accuracy in client materials, and maintaining client relationships. The ideal candidate should...Shift work
- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve... ...IN Los Angeles, CA Naples, FL Nashville, TN Orange County, CA Orlando, FL...PrivateWork at officeLocal areaNight shift
- ...portfolio of commercial clients within a South State... ...Officers, Capital Markets, Wealth, and Retail... ...approval Manage and service assigned loan portfolio... ...This position is in a private office. Travel This... ...Street, Ste 440 Suite 440 Nashville, Tennessee 37203...PrivateWork at officeLocal area
$20k
...US. As a Founding US Account Executive at Nory (based out of Nashville/Southeastern Area), you’ll work to establish our presence in the... ...year vesting and 1-year cliff - at Nory everyone is an owner! Private health, dental, and vision insurance 401k with company match up...PrivateContract workHome office- AllianceBernstein L.P. is seeking a Portfolio Implementation Associate to join the Private Wealth PMG team in Nashville, TN. This role focuses on implementing investment decisions and managing client requests while collaborating with various departments within the organization...Private
- AllianceBernstein is seeking a Portfolio Implementation Associate to join their Private Wealth PMG team in Nashville, TN. This role involves implementing investment decisions, monitoring client portfolios, and managing transactions efficiently. Ideal candidates will possess...Private
- 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...Private
$90k - $140k
Inside Auto Claims Service Leader (Hybrid- Nashville, TN)Skip to main contentThis website uses cookies and... ..., race (include traits historically associated with race, including, but not limited... ...home, you must have a dedicated, private workspace free from distractions, along...PrivateFull timeContract workCasual workWork at officeRemote workWork from homeWork visaMonday to Friday$103.1k - $188.9k
...serving the global financial services marketplace and the only professional... ...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management,... ...opportunity EY's FSO EDGE Private practice provides comprehensive...PrivatePrivate practiceSummer holidayLocal areaFlexible hours- AllianceBernstein L.P. in Nashville, Tennessee seeks a professional for risk management in Private Wealth Management. The role involves implementing risk frameworks, creating dashboards, and conducting risk assessments to mitigate risks. The ideal candidate will have a...Private
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Nashville Client Service Associate — Private Wealth. Be the first to apply!
- client services associate Nashville, TN
- client account associate Nashville, TN
- client relationship associate Nashville, TN
- client solutions associate Nashville, TN
- service lot attendant Nashville, TN
- site services specialist Nashville, TN
- service advisor automotive Nashville, TN
- toyota service advisor Nashville, TN
- part time service advisor Nashville, TN
- guest services associate Nashville, TN


