Freedom Planning Partners · 1 week ago
Financial Client Services Admin
Brentwood, TN
Full-time
Hybrid
New Grad, Entry LevelFreedom Planning Partners is dedicated to assisting individuals and businesses in achieving their financial goals through a wide range of financial products and services. They are seeking a Financial Client Services Admin to provide exceptional support to clients, manage client accounts, and facilitate communication between clients and financial advisors.
Financial Services
Hiring Manager
David Howell CFP®, AIF®, ChSNC, ChFC®, CLU®
Responsibilities
Provide exceptional support to clients by addressing inquiries and ensuring customer satisfaction
Maintain accurate financial records
Manage client accounts
Facilitate communication between clients and financial advisors
Assist with the preparation of financial documents
Help ensure the smooth operation of administrative processes to support the overall efficiency and success of the organization
Qualification
Required
Client Services and Customer Service skills to build and maintain relationships and ensure client needs are met effectively
Strong Communication and Customer Satisfaction skills for professional client interactions and maintaining a positive client experience
Basic knowledge of Finance to assist with financial documentation and processes
Detail-oriented, organized, and capable of managing multiple tasks efficiently
Proficiency in relevant office software and financial tools such as eMoney, Money Guide Pro and SalesForce
Preferred
Bachelor's degree in a related field or relevant work experience in the financial services industry
Company
Freedom Planning Partners
We are committed to helping people pursue their financial goals.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase