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Customer Relationship Specialist (Franklin)

wellFranklin, TNSenior L5

$70,000-$80,000

Personal Financial AdvisorsCustomer Service RepresentativesSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
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Client Relationship Specialist | Franklin, TNWe're looking for someone clients and advisors can count on to keep things organized, on track, and handled with care.
Location: Franklin, TN (in office)
Compensation: $70,000-$80,000 based on experience, bonus eligible
Status: Full time
The Role: Support senior advisors by managing client relationships, meeting prep, paperwork, and follow-through, so clients feel taken care of and advisors can focus on planning. New business development is handled separately; this role is 100% client care and advisor support.
What You'll Do:
  • Prepare for and follow up on client meetings, including reports and paperwork
  • Serve as a go-to contact for clients by phone, email, and in person
  • Handle account opening, investment paperwork, money movement, and reporting
  • Place trades at an advisor's direction
  • Keep advisor calendars, deadlines, and client records organized
  • Support client events and day-to-day office needs
  • What You'll Bring 3+ years in financial services, ideally wealth management or an RIASeries 65 license preferred, or willingness to obtain
  • Bachelor's degree preferred, not required
  • Strong communication and relationship management skills
  • Sharp attention to detail across multiple systems and priorities
  • Microsoft Office proficiency; CRM experience (Orion, Redtail) a plus
  • A track record of sticking with roles and growing within them
  • Growth PathToward financial planning: support pursuing a CFP or FPQP designation
  • Toward deeper client service: family office work with top-tier clients
Benefits: Health insurance, dental, PTO, VTO, financial wellness, 401(k) with company match, tuition reimbursement Family-run RIA focused on high-net-worth clients, and that invests in the people who invest in them.

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