Senior Wealth Client Services & Operations Associate
CAPTRUST
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
Vacancy posted 17 hours 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...SeniorFull timeRemote work
United Community Bank
Brentwood, TN1 day ago - The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and leadership... ...business experience in the financial services industry Wealth management experience preferred Skills and Knowledge...Senior
- A global wealth management firm is seeking a Client Associate based in Knoxville, TN. This full-time role involves ensuring efficient client service through managing information, educating clients on services, and preparing reports for meetings. The ideal candidate should...SuggestedFull time
- Bank of America seeks a Wealth Management Client Associate in Brentwood, TN, responsible for supporting Financial... ...by providing exceptional client service. This entry role in the Advisor... ...with advisors, assisting in operational excellence, and managing client relationships...Suggested
$85.1k - $161.7k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...engagements. Develops and maintains operating, cash flow, and valuation... ...for hire as an experienced associate. RSM will consider for...SeniorFull timeWork experience placementInternshipLocal areaRSM
Nashville, TN1 day ago- ...team helping high-profile clients understand, analyze,... ...is currently seeking a Senior Manager to join our Business Tax Services practice. Responsibilities... ...looking considerations associated with tax-related... ...and safeguard business operations and company reputation....SeniorFull timePrivate practiceWork at officeLocal area
KPMG
Nashville, TNmore than 2 months ago - ...entrepreneurs. We believe in empowering our clients, and we do so by protecting... ...employee benefits, investment and wealth management products and services. With over 17,000 employees in more... ...About the position: The Accounting Associate is at the core of our processing....SeniorWork at officeLocal areaFlexible hours3 days per week
HUB International
Brentwood, TN3 days 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...SeniorWork at office
- 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...SeniorFull time
- 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...SeniorFull time
- 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...SeniorFull timeRemote work
- 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...SeniorFull time
- ...seeking a dedicated professional to provide in-office support to Wealth Advisors in Nashville, TN. The successful candidate will act as a primary contact for advisors and clients, ensuring seamless service delivery and supporting client goals. Essential duties include...Work at office
Truist Inc
Nashville, TN1 day ago - ...entrepreneurs. We believe in empowering our clients, and we do so by protecting... ...employee benefits, investment and wealth management products and services. With over 17,000 employees in more... ...About the position:**The **Accounting Associate** is at the core of our processing....SeniorWork at officeLocal areaFlexible hours3 days per week
- 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
- 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...
- 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...Full time
$27 - $33 per hour
US Bank is seeking a Client Relationship Consultant in Brentwood, Tennessee, who will engage clients across multiple channels to deliver... ...client engagement, along with knowledge of retail products and services. The compensation for this role ranges from $27.00 to $33.00...SeniorHourly pay- AllianceBernstein L.P. is seeking a Client Specialist to join its Private Wealth Management team in Nashville, TN.... ...and providing exceptional client service throughout the process. You will work... ...Advisors and Private Wealth Associates while coordinating with various internal...
- ...and Primary Duties Provide service delivery to an assigned block of more complex clients Resolve the most complex... ...the CBIZ solution Works with senior staff to create needed communication... ...certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer...Senior
CBIZ
Brentwood, TN21 hours ago - The Senior Operations Services & Solutions Specialist is an individual contributor within the People, Culture, and Belonging Operations team at Vanderbilt University. This role is dedicated to program management, enhancing operational efficiency, and optimizing employee...SeniorWork at office
- Avison Young - USA in Nashville is seeking a Senior Client Services Coordinator to support a team of brokerage professionals. This role involves... ...information requests, and supporting overall office operations. The ideal candidate will possess a Bachelor’s degree in a...SeniorWork at office
$100k - $120k
...grown into a comprehensive operating system addressing some of... ..._______________________ Senior Marketplace Operations Associate Built is looking for a... ...backbone of our inspection and services marketplace. If you're... ..., accounting, analytics, client success, and more from...SeniorFor contractorsLocal area$95k - $120k
Cerity Partners Management LLC in Nashville is seeking a Senior Wealth Planner to manage client relationships and develop personalized wealth planning strategies. This role requires strong interpersonal skills and the ability to onboard new clients efficiently. You will...Senior$200k - $225k
Aprio is seeking a Senior Market Strategist to join their Wealth Management team, based in Nashville, Tennessee. This strategic role focuses on enhancing market communication and advisor engagement. The ideal candidate will have over 10 years of investment experience, exceptional...SeniorRemote job$70k - $142k
Senior Client Delivery Specialist Husch Blackwell LLP is a full‑service litigation and business law firm with multiple locations across the United States. The Senior... ...Delivery Specialist serves as a strategic operational partner for assigned Client Relationship Managers...SeniorFull timeTemporary workWork at officeFlexible hours$90k - $121.3k
Old National Bank is looking for a Senior Compliance Advisory Services Officer to oversee regulatory compliance for its Wealth Division. The position requires a robust understanding of banking regulations and at least 10 years of experience. You will play a key role in...Senior- 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
- Mariner Wealth Advisors, LLC in Nashville, TN is looking for a Senior Client Service Associate to enhance client relationships and ensure exceptional service. The role requires 5+ years of experience in client service within the financial services sector, preferably with...Senior
$75k - $125k
CAPTRUST is seeking a Wealth Planning Senior Associate in Tennessee to work with wealth advisory teams on providing comprehensive wealth management solutions. Responsibilities include preparing client financial plans, training team members on eMoney, and supporting business...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Client Services & Operations Associate. Be the first to apply!
Related searches
- client account associate Brentwood, TN
- patient service associate Brentwood, TN
- patient service specialist Brentwood, TN
- health services administrator Brentwood, TN
- service delivery associate Brentwood, TN
- guest services associate Brentwood, TN
- health service specialist Brentwood, TN
- toyota service advisor Brentwood, TN
- nutrition services aide Brentwood, TN
- food service officer Brentwood, TN