Client Service Associate

Location

Murfreesboro, TN | United States

Job description

Who We Are

First Family Wealth is a fee-based financial planning & wealth management firm with an emphasis on serving Nissan employees. We are looking for a self-driven, compassionate, and knowledgeable Client Service Associate . Our office is located at 1500 Medical Center Parkway Suite 3A in Murfreesboro, TN. We are authentic, genuine, fun, and very much “non-corporate.” The image of a stockbroker, insurance agent, or Wall Street executive is about as far from who we are as a firm. Our core values align with the importance of family and work/life balance; we don't “live to work” but rather “work to live” and, within reason, will be flexible in knowing that “life happens”; we don't want to have our team choose between “work” and “family”—as long as the job at hand gets done. Find out more about the firm at our website: firstfamilywealth.com (

The Client Service Associate is responsible for handling day-to-day office workflow as well as ongoing client communication and relationship management. For the right individual, this role provides the opportunity for meaningful growth and flexibility. A financial services background is not required, but the ideal candidate will demonstrate a commitment to learning the details of our business and have a focus on creating an incredible client experience.

Compensation and Benefits:

• Salary range for this position will be $55K-$60K
• PTO
• All market holidays off
• Flexible schedule
• Great working environment
• Healthy work/life balance is a priority to us, and we want it to be a priority for you too
• Excellent growth opportunities

In this role, you will be responsible for:

• Proactively and reactively interfacing with clients via phone and email and in person
• Delivering a high-quality and consistent client experience while proactively identifying areas for improvement
• Acting as the first line of defense for inbound phone calls and office traffic, screening when necessary
• Processing and tracking client paperwork and serving as point-person on back-office operational and basic client transactions
• Scheduling and confirming appointments and maintaining lead advisor's calendar
• Assist with data and document collection from clients
• Document and update our CRM with client communications and tasks
• Supporting the overall business with special projects and tasks as necessary

This role requires:

• At least 2 years of experience in a professional office setting with preference given to candidates with client service backgrounds
• A professional demeanor and advanced communication skills, including strong phone and email etiquette
• Attention to detail and a commitment to superior work product
• Ability to manage your own time – we do NOT micromanage
• Ability to handle a variety of tasks and projects while keeping them organized and moving forward
• Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
• Familiarity with or willingness to learn industry-related computer programs and proprietary back-office systems
• The ability to work independently
• A college degree or equivalent work experience
• The ability to pass a background check

The following traits describe you and your essential skills:

• Great attention to detail and thorough follow-up: things falling through the cracks are like nails on a chalkboard for you
• Strong interpersonal communication skills—you don't mind talking to people and they enjoy talking to you
• You look forward to providing authentic and compassionate service to client relationships
• Embracing the mantra “if it's not documented, it didn't happen” brings a smile to your face
• Ability to refocus between different projects and you're able to pick things up and put them down as needed
• You're comfortable using a PC or a Mac
• Various apps in Office 365 are a layup for you
• You get excited about “independent collaboration:” you relish the space and agency to work and solve problems independently but appreciate the value of a team approach

What you can expect:

First Family Wealth is not your typical financial services office environment. We have an entrepreneurial team focused on developing a culture of mutual support and organizational and personal growth. For the right person, this is an amazing job. In addition to only accepting nice people as clients, so long as all the work is getting done, work hours are flexible and vacation/personal days are relatively frequent. As a small business owner with only one full-time employee, we can only afford to hire the best. If you are looking for a long-term job with a negotiable compensation and bonus package, industry leading vacation policy and a somewhat flexible schedule this job could be perfect for you.

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant Brian Luper, who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.

First Family Wealth is Not Affiliated with, and its services have not been authorized, sponsored, endorsed or otherwise approved by Nissan. Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Daren Chamblee is an investment advisor representative of FAN Advisors and is only registered to offer specific advisor services through FAN advisors. FAN advisors does not offer insurance services. The FAN advisors written disclosure statement is available upon request; please review it for details regarding advisory services. FAN Advisors and First Family Wealth are independently owned and operated.

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Salary