Customer Relationship Specialist

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 eligibleStatus: Full timeThe 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 DoPrepare for and follow up on client meetings, including reports and paperworkServe as a go-to contact for clients by phone, email, and in personHandle account opening, investment paperwork, money movement, and reportingPlace trades at an advisor's directionKeep advisor calendars, deadlines, and client records organizedSupport client events and day-to-day office needsWhat You'll Bring3+ years in financial services, ideally wealth management or an RIASeries 65 license preferred, or willingness to obtainBachelor's degree preferred, not requiredStrong communication and relationship management skillsSharp attention to detail across multiple systems and prioritiesMicrosoft Office proficiency; CRM experience (Orion, Redtail) a plusA track record of sticking with roles and growing within themGrowth PathToward financial planning: support pursuing a CFP or FPQP designationToward deeper client service: family office work with top-tier clientsBenefits: Health insurance, dental, PTO, VTO, financial wellness, 401(k) with company match, tuition reimbursementFamily-run RIA focused on high-net-worth clients, and that invests in the people who invest in them.