Client Relationship Manager with Wealth Management Exp.

Client Relationship Manager | Wealth Management Experience Required | Brentwood, TN

Wealth management clients are not just account numbers. They are families who have spent decades building something and they need someone in their corner who is organized, responsive and genuinely invested in their financial wellbeing.

This role is for the person who understands that and brings that level of care to every client interaction.

A wealth management and financial planning firm in Brentwood, Tennessee is looking for a Client Relationship Manager to serve as the bridge between clients and financial advisors. This is a role with a defined career path toward either Operations Management or a Financial Planner and Advisor track depending on where you want to take your career.

What you get:

• $55,000 to $75,000 a year plus bonus potential


• 401(k) with profit sharing


• Paid time off and paid holidays


• A defined career path toward Operations Management or Financial Planning and Advisory


• Hands on exposure to investments, financial planning, account servicing and wealth management operations


• A professional and collaborative environment where your contribution is seen and valued

What you will be doing:

• Serving as the primary point of contact for wealth management clients


• Building and maintaining long term client relationships while supporting financial advisors


• Processing account maintenance requests and coordinating client paperwork


• Preparing materials and information for client meetings


• Scheduling and coordinating client appointments and advisor calendars


• Following up on outstanding client requests and action items


• Maintaining accurate client records in Salesforce CRM and internal systems


• Handling confidential financial and personal information with discretion


• Coordinating with internal and external partners to resolve account and service issues

What you need to bring:

• Two to four years of administrative or client service experience in financial services


• Experience in a financial planning, wealth management, investment or insurance environment strongly preferred


• Bachelor's degree


• Experience supporting financial advisors or other financial professionals preferred


• Advanced proficiency in Microsoft Office


• Familiarity with Salesforce CRM or similar client relationship management software


• Strong organizational skills and excellent attention to detail