Client Services Administrator
lbmc staffing solutionsFranklin, TN
Client Services Administrator
lbmc staffing solutionsFranklin, TNJunior L3
Secretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveFinancial Clerks, All OtherOffice Clerks, General
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
We are seeking a thoughtful, detail-oriented Client Service/Administrative Assistant to join our clients growing investment firm. This is an excellent opportunity for an early-career professional who is intellectually curious, empathetic, and eager to build a long-term career in financial services. Industry experience is a plus. We are committed to training the right person—we primarily value emotional intelligence, strong problem-solving skills, and a genuine desire to provide an exceptional client experience. You’ll work closely with senior team members gaining hands-on exposure to client relationships, operations, and the investment advisory process.
Key Responsibilities:
- Serve as a primary point of contact for client inquiries, requests, and ongoing service needs
- Build and maintain strong, trust-based relationships through responsive and empathetic communication
- Assist with account onboarding, maintenance, and documentation
- Coordinate client communications, meetings, and follow-ups
- Support advisors with reporting, client reviews, and portfolio-related materials
- Ensure accuracy and timeliness in all client-facing and operational tasks
- Collaborate with internal teams to resolve issues and improve service delivery
- Continuously learn about firm offerings, investment concepts, and industry best practices
- Qualifications2–5 years of professional experience (financial services experience is helpful but not required)
- Bachelor’s degree required
- High emotional intelligence—empathetic, patient, and client-focused
- Strong critical thinking and problem-solving skills
- Excellent written and verbal communication
- Detail-oriented with strong organizational skills
- Proactive mindset with a willingness to learn and take initiative
- High integrity and professionalism
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Level
Junior L3
Location
Franklin, TN
Occupation
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Industry
Portfolio Management and Investment Advice
Posted
today