- Interact daily on the phone and in person with prospective and existing clients while maintaining a professional image.
- Schedule and coordinate meetings and appointments, while managing and frequently representing the Advisors across all communication platforms.
- Create and maintain records, files, reports, and databases utilizing the Client Relationship Management platform.
- Coordinate travel arrangements for the executive advisor.
- Generate weekly reports; prepare cards and other mailings for signing and distribution.
- Complete cross-training and assist with other operational functions as required.
- Associates degree or 2 years of administrative experience in lieu of degree required.
- Tech savvy individual with solid mastery of MS Office Suite for general communications, reporting, video conferencing and presentations.
- Skilled at being in sync with the advisors
- Ability manage priorities and scheduling, plus anticipate upcoming needs before they arise.
- A humble, servant-minded individual that thrives in a team environment.
- Insurance benefits
- PTO
- 401(k)
- Paid Holidays
- California residents may access Vaco's HR Notice at Collection for California Applicants and Employees .
- Virginia residents may access our state specific policies .
- Residents of all other states may access our policies .
- Canadian residents may access our policies in English and in French .
- Residents of countries governed by GDPR may access our policies .
- the individual's skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
-
Post Sales Service Associate
6 days ago
Windowrama Enterprises Inc. Brentwood, United StatesWindowRama is a leader in the building materials industry in the Northeast. For over 43 years we have specialized in the sale of windows and doors. Our product line includes Andersen, Sierra Pacific, Pella, Kolbe and Kolbe, Silverline, United, and Thermatru. If you are looking fo ...
-
Client Services Associate
2 weeks ago
SageSpring Wealth Partners Brentwood, United States Full timeClient Services Associate-Top Employer/Award-winning Culture/Full Benefits · If you are eager to help people achieve their life's goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you · SageSpring Wealth Par ...
-
Client Service Associate
4 days ago
Ronald Blue Trust Brentwood, United StatesJob Type · Full-time · Description · The Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounti ...
-
Client Services Associate
2 weeks ago
Vaco Brentwood, United StatesOur client located in Franklin, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the finance industry · The Client Services Associate is a permanent opportunity with ...
-
Client Services Associate
1 week ago
Engage8 Solutions Brentwood, United StatesJob Description · Job DescriptionDo you believe that all it takes is a little communication and a smile to solve most problems? · Are you passionate about introducing solutions to clients they haven't even been aware of? · Are you ready to grow your career and work for a company ...
-
Client Services Associate
6 days ago
Sagespring Wealth Partners Brentwood, United StatesClient Services Associate-Top Employer/Award-winning Culture/Full Benefits · If you are eager to help people achieve their life's goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you · SageSpring Wealth P ...
-
Client Services Associate
1 week ago
SageSpring Wealth Partners Brentwood, United StatesClient Services Associate-Top Employer/Award-winning Culture/Full Benefits · If you are eager to help people achieve their lifes goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you · SageSpring Wealth Pa ...
-
Client Services Associate
3 weeks ago
SageSpring Wealth Partners Brentwood, United StatesClient Services Associate-Top Employer/Award-winning Culture/Full Benefits · If you are eager to help people achieve their life's goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you · SageSpring Wealth P ...
-
Deposit Servicing Associate
2 weeks ago
SageSpring Wealth Partners Brentwood, TN, United States Full timeClient Services Associate-Top Employer/Award-winning Culture/Full Benefits · If you are eager to help people achieve their life's goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you · SageSpring Wealth Pa ...
-
Client Service Associate
5 days ago
Ronald Blue & Co Brentwood, United StatesJob Type Full-timeDescriptionThe Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to su ...
-
Client Service Associate
4 days ago
Ronald Blue & Co Brentwood, United StatesJob Type · Full-time · Description · The Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accoun ...
-
Sales & Customer Service Associate
3 weeks ago
Massage Envy Brentwood, United StatesOverview · Where Better Careers BeginMassage Envy Cool Springs, 1731 Mallory Lane, Suite 111, Brentwood TN 37027 · Do you have a passion for helping others? At the Massage Envy Cool Springs franchise, we support and inspire you to be your best while we work together to help clien ...
-
Sales & Customer Service Associate
3 hours ago
Massage Envy Brentwood, United StatesOverview · Where Better Careers BeginMassage Envy Cool Springs, 1731 Mallory Lane, Suite 111, Brentwood TN 37027 · Do you have a passion for helping others? At the Massage Envy Cool Springs franchise, we support and inspire you to be your best while we work together to help cli ...
-
LP Customer Service Associate
1 week ago
T.J. Maxx Brentwood, United StatesT.J. Maxx Sand Creek Road 94513 [Asset Protection / Security] As a Loss Prevention Customer Service Associate at T.J. Maxx, you'll: Provide courteous and knowledgeable service to internal and external customers; Engage customers, providing support and creating a positive shopping ...
-
Associate Patient Service Specialist
2 weeks ago
Vanderbilt University Medical Center Brentwood, United StatesDiscover Vanderbilt University Medical Center: Located in Nashville, Tennessee, and operating at a global crossroads of teaching, discovery, and patient care, VUMC is a community of diverse individuals who come to work each day with the simple aim of changing the world. It is a p ...
-
Loss Prevention- Front End Associate
3 weeks ago
Ross Dress For Less Brentwood, United States**Welcome to Ross Stores, Inc., where our differences make us stronger ** At Ross and dd's, inclusion is a way of life. We care about our Associates and the communities we serve and we value their differences. We are committed to building diverse teams and an inclusive culture. W ...
-
Senior Systems Programmer
1 week ago
Lifepoint Health Support Center Brentwood, United States Full timeSenior Systems Programmer – Remote · Who we are: · At Lifepoint Health, we provide quality healthcare to rural communities. As a valued member of our team, you will be an integral part of a group working together to elevate Lifepoint's healthcare delivery network. Our network inc ...
-
Community Residence Program Supervisor
1 week ago
TSLI/HHB Brentwood, United States**Essential Job Functions** · - Responsible for overall service delivery and adherence to OMH Regulations; participate in Quality Assurance activities. · - Responsible for crisis intervention and follow up. · - Responsible for development and implementation of Individual Service ...
-
Supervisor, Member Services
2 weeks ago
BlueStar Resort & Golf Brentwood, United StatesEmployment Status: · **Full Time** · - Pay Range: · **$22 /Hour** · - Dept.: · **Trilogy at The Vineyards** · **Trilogy at The Vineyards: Club Los Meganos** · Set within the spectacular Trilogy community, Club Los Meganos combines striking architecture and interior design with ma ...
-
Purchasing Specialist
2 weeks ago
US Alliance Paper Brentwood, United StatesCollaborates with other departments and leadership to identify and develop needs and requirements for equipment, materials, products, and acceptable substitutions. · - Assesses current material availability; reasonably predicts future availability based on the market, delivery sy ...
Client Services Associate - Brentwood, United States - Vaco
Description
Our client located in Franklin, TN is seeking a Client Services Associate to join their team. This is an excellent opportunity for someone looking to grow their career and join a dynamic team in the financial industryThe Client Services Associate is a direct hire opportunity with an onsite schedule.
Responsibilities:
Opportunity: Direct Hire
Location: Onsite Nashville
Salary: $45k-$55k D.O.E.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO NoticeVaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy NoticeVaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
