Client Services Representative

Client Services Associate - Tullahoma, TN5 Days/Week Onsite | No Licenses Required | Values-Driven CultureJoin a newly established and fast-growing financial planning firm as their first Client Services Associate. You'll play a vital role supporting a financial advisor who serves a warm, loyal base of pre-retirees"”mostly engineers, educators, and entrepreneurs.What You'll **- Full benefits package including health, dental, vision, and 401(k)- 2 weeks PTO with room to grow- Future ** potential to work 1 day/week remotely- Warm, highly relational client base- Join early and help build systems from the ground upWhat You'll **- Serve as first point of contact for client inquiries and scheduling- Manage paperwork, transfers, and account maintenance- Keep CRM and custodian systems up-to-date- Prep reports and track onboarding progress- Liaise with back office teams and provide trading support (under supervision)Who You **- Detail-oriented and personable- Strong communicator with customer service experience- Interested in financial planning and excited to learn- Thrive in a structured yet startup environment- No licenses required"”training provided

Created: 2025-06-29