- 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 and playing chess to manage priorities and scheduling, plus anticipate upcoming needs before they arise.
- A humble, servant-minded individual that thrives in a team environment.
- Great Benefits Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
- Top Workplace Join a vibrant workplace culture recognized as a Top Workplace* in USA TODAY and The Tennessean for the last four years.
- Inspiring Leadership Our leadership truly embodies the definition of servant leaders that inspires a work environment in which our teams can flourish thats energetic, positive, fun, and highly supportive.
- Team Engagement You will build some genuinely special relationships and bonds throughout our team and partners.
- High Performance - Our motto is Humble. Hungry. Smart. and thats truly exemplified from the top down.
- Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
- Community Involvement Were passionate about supporting our community with each office choosing a charity/cause to champion.
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Client Services Associate - Brentwood, United States - Sagespring Wealth Partners
3 weeks ago
Description
Client 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 Partners is seeking an exceptional client services professional to support our financial advisors and assist with efficient, quality client service. You must be creative and enjoy working within an entrepreneurial environment that is mission-driven and community oriented. The Client Services Associate is a highly focused, energetic individual that enjoys an active role handling skilled planning, prioritizing, and coordinating for the Advisors to ensure calendar and To-Do lists best support team objectives. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain balance among multiple priorities.
Key Functions of the Client Services Associate
Qualifications
Rewards:
About Us
Recognized as a Top Workplace* for the last four consecutive years, SageSpring Wealth Partners operates as a family. With more than 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future. Through our broker-dealer Raymond James, we have the support of a large company, while offering clients the intimate service of a small firm.
Job Type: Full-time/On-Site
Work Location: Brentwood, TN
Schedule: Monday through Friday, Days
*Top Workplaces Award
More than 1,000 companies were invited to participate, 106 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies. Any employer was eligible, as long as it had at least 35 employees in Middle Tennessee. Employees could be public, private, nonprofit or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor the Tennessean are affiliated with Raymond James.
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Over 42,000 companies participated and roughly 1,300 were recognized as one of Top USA Workplaces. The publisher welcomed employees to nominate an organization through a survey partnered with Energage. To be eligible, employers must have at least 150 employees and could be public, private, nonprofit, for profit, or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. This ranking is based upon the period from 11/27/2021 to 11/27/2022, and was published in January 2023. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisors future performance. This ranking is not based on the services/advice offered by our financial advisors. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor Top Workplaces is affiliated with Raymond James.
