Our client located in Brentwood, TN is seeking a Client Relationship Associate to join their team. In this role, you serve as the primary point of contact for clients, handling inquiries, preparing meeting materials, and ensuring a high-touch service experience. You work closely with the Financial Advisor to support client acquisition, prospecting, and seminar coordination, while maintaining compliant documentation and providing operational support. This position is well-suited for someone with an interest in the financial services field and a desire to grow within it.
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Job Type
Full-time
Industry
Administrative and Support Services