Client Services Representative - Franklin, TN

Advisor Talent Solutions • Franklin, TN

4h • $50,000 - $55,000 • Onsite

About The Position

Our fast-paced and growing financial firm, Beacon Capital Management in Franklin, TN is seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. This position is to work with Financial Advisor(s) to onboard new clients as well as service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

Requirements

• Financial Industry experience required
• Series 65 (must be willing to obtain within 90 days)
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

Nice To Haves

• Associate degree preferred
• 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred
• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Responsibilities

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Complete and process all applications for business submitted by Advisor
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Assist in setting client appointments
• Work independently with Financial Advisor(s) and help other CSAs as needed
• Consistent follow-through with all efforts
• Build relationships with prospects and clients
• Help prepare the Advisor for client appointments

Benefits

• Health Insurance
• PTO
• 401K Match

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree