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.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Nashville Client Service Associate — Private Wealth in Nashville, TN vacancy
- 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
- UBS is a leading global wealth manager and the leading universal bank. This role is with a financial team based in Nashville, TN. You will keep client information current, educate clients on account services, and help prepare reports for meetings. Candidates should hold...SuggestedWork at office
- ...Senior Client Service Associate For more than 45 years, Blue Trust advisors have applied biblical... ...of 20 offices, we offer comprehensive wealth management and trust services to more... ...work out of either the Columbus, GA or Nashville, TN location. Principal Accountabilities...SuggestedWork at office
- Stifel Financial Corp. is seeking a Client Services Associate (Registered) to support Financial Advisors by opening and maintaining client accounts and records, while delivering exemplary client service. The role involves clerical duties, trade entry as directed, and adherence...Suggested
- ...StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone... ....What You'll Be DoingThe Client Services Associate (Registered) assists one or... ...thinking like a start-up. We are a global wealth management and investment banking firm...SuggestedWork at office
Stifel Financial
Brentwood, TN3 days ago $28 - $32 per hour
...Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand... ...Job Identification 41884 Job Category Gallery Locations Nashville Gallery Pay Range $28.00 - $32.00 Hourly RHHourly payWork at officeLocal area- Wiley Bros. - Aintree Capital, a renowned investment firm in Nashville, is searching for a Client Service Associate. This full-time, entry-level position offers comprehensive training and the potential for growth in the company. Responsibilities include assisting with...Full timeWork at office
- We are a long-standing and well-known Nashville-based investment firm, licensed in all 50 states, looking for a responsible Client Service Associate to perform a variety of tasks. This is a full-time entry-level position with benefits and potential for growth within the...Full timeWork at officeFlexible hours
- ...top 10 national professional services firm where our purpose is to... ...every day, for our clients, our people, and our communities... ...communities through industry-focused wealth advisory, digital, audit,... ...Director to join our Nashville, TN Private Industry Tax Team focusing on...PrivateFull time
CliftonLarsonAllen
Nashville, TN2 days ago - Level Group Ltd in Nashville provides business management services to music and entertainment clients. The Assistant Account Manager supports the Account Manager within the Personal Services Department by handling client communications, financial tracking, and operational...
- ...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
- Vanguard Group, a leading investment management company, is seeking a Client Service Excellence Center associate to handle inbound client calls, resolve account-related inquiries, and deliver outstanding service from Tennessee. The role emphasizes empathy, ownership, and...Remote job
$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- About the job Client Services Associate / TravelAbout Us:We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with trusted travel providers, we make planning trips...Remote workFlexible hours
$70.5k - $81.5k
Vanguard is seeking a Client Service Excellence Center associate to handle inbound calls, assist clients with their account-related needs, and deliver exceptional service. Must hold FINRA Series 7 and 63 licenses and be available for fully remote work within Tennessee....Remote job$45.25k
...the 2026 ETP Analyst - Wealth Management, Birmingham AL; Nashville, TN role at Regions Bank... ...on developing an associate talent pool that has been... ...Management, Institutional Services, or Private Wealth Management designed... ..., research and/or client experience within Asset...PrivateFull timeInternshipWork at officeVisa sponsorshipWork visaFlexible hours- ...ll Do:As VP/Counsel - Private Wealth Management, you will... ...product development, client and vendor arrangements... ...complaints and any associated obligations.• Work closely... ..., and/or financial services.· Experience with... ...TennesseeSummaryLocation: Nashville, TennesseeType: Full...PrivateFull timeContract work
Alliance Bernstein
Nashville, TN4 days ago - ...are seeking entrepreneurial-minded individuals to join our Ultra-High Net Worth (UHNW) service team in our new Nashville headquarters. UHNW Private Wealth Associates will work in client-facing roles supporting our most complex clients domestically & internationally. This...PrivateFull timeTemporary workWork at office
Alliance Bernstein
Nashville, TN3 days ago - A travel services organization is seeking a detail-oriented Client Services Associate to enhance clients' booking experiences. You will assist clients with travel needs, manage inquiries, and ensure seamless booking processes. The ideal candidate has strong communication...Remote jobFlexible hours
$1,979 per week
...Registered Nurse (RN) | Case Manager Location: Nashville, TN Agency: AHS Staffing Pay: $1,979 per week Contract Duration... .../ Malpractice Coverage ~ Weekly Pay/Direct Deposit ~ Private Housing or Generous Housing Allowance ~ Referral Bonuses up to...PrivateHourly payWeekly payDaily paidFull timeContract workImmediate startFlexible hoursShift workNight shiftAHS Staffing
Nashville, TN1 day ago$1,979 per week
...| Case Manager Location: Nashville, TN Agency: AHS Staffing... ...Weekly Pay/Direct Deposit ~ Private Housing or Generous Housing... ...temporary and permanent placement services. Our leadership team has more... ...-quality candidates to our clients across the nation, including...PrivateHourly payWeekly payDaily paidPermanent employmentFull timeContract workTemporary workImmediate startFlexible hoursShift workNight shiftTravelNurseSource
Nashville, TN1 day ago$126.29k - $176.86k
...At Regions, we believe associates deserve more than just... ...safeguard and protect private and personally... ...to best serve Regions clients the IPF Relationship Manager... ...servicesConducts client servicing and portfolio... ...DetailsMusic RowLocation:Nashville, TennesseeEqual Opportunity...PrivateFull timeFlexible hoursRegions Financial
Nashville, TN1 day ago$1,960 per week
...| Case Manager Location: Nashville, TN Agency: Core Medical... ...Nashville, Tennessee, 37203! Client in TN seeking Registered... ...tax residence form) ~ Free Private Housing or Complete Relocation... ...arrange and pay for any medical services required for your assignment,...PrivateHourly payWeekly payDaily paidPermanent employmentFull timeContract workTemporary workRelocationShift workTravelNurseSource
Nashville, TN1 day ago- Brown Brothers Harriman (BBH) is seeking a Private Client Assistant to join our Capital Partners team in Nashville. You will support Relationship Managers and handle... ...helping mitigate risk and maintain high client service standards. #J-18808-Ljbffr Brown Brothers HarrimanWork at office
$60k
Sunstates Security is seeking an Operations Manager to lead multiple Nashville-area accounts, develop and mentor security staff, and maintain... ..., licensure, and policy adherence within a fast-growing private security firm. The position offers a base salary of $60,000 per...Private- Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President Wealth ManagementAcross Wealth Management... ...Goldman Sachs helps empower clients and customers around the... ...of the full product and service offerings of Goldman Sachs and...Private
Goldman Sachs
Nashville, TN1 day ago $45k - $57.25k
...to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity... ...are seeking a detail-oriented and motivated Accounting Associate to join our growing Client Account & Advisory Services (CAAS) Team. In this role, you...Temporary work- ...practices and health systems. Customer accounts may include community/private practices, community-based hospitals, academic medical centers... ...you satisfy all HCIR credentialing requirements and for any associated liability for failing to do so. AbbVie has resources available...PrivatePrivate practiceNight shift
Avery Healthcare Group Ltd.
Nashville, TN3 days ago - ...Sales Engagement: Engage clients in consultative... ...bank's products and services while sharing comprehensive... ...limited to mortgage, wealth, private client, and business... ...culture by coaching associates on sales, referrals,... ...2360 MURFREESBORO PIKE, NASHVILLE, TN, 37217, US...PrivateTemporary workWork at office
FHN Financial
Nashville, TN1 day ago $1,635 per week
...Progressive Care Unit Location: Nashville, TN Agency: OneStaff... ...on that higher level of service and are committed to providing... ...you are out on the road. Private Housing We have a dedicated... ...a more personal touch on the clients they work for, and the employees...PrivateHourly payWeekly payFull timeContract workWork experience placementWork at officeFlexible hoursShift workTravelNurseSource
Nashville, TN1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Nashville Client Service Associate — Private Wealth. Be the first to apply!
Related searches
- community services specialist Nashville, TN
- staff services manager Nashville, TN
- honda service advisor Nashville, TN
- part time service advisor Nashville, TN
- court services officer Nashville, TN
- guest services associate Nashville, TN
- salesforce service cloud consultant Nashville, TN
- human services specialist Nashville, TN
- experienced service advisor Nashville, TN
- environmental service worker Nashville, TN