Client Services Specialist

We are looking to hire a Client Services Specialist for our firm.  This position is Monday through Friday and requires 32 hours + per week in our main location in Hendersonville, TN.  One of the biggest requirements is a person with high integrity and a heart to serve!  Please pass this along to anyone you believe would be a good fit for the description below.  Instructions on how to apply are at the bottom of the page. 

Client Services Specialist

Guided Wealth Partners is a wealth management firm based in Hendersonville, TN dedicated to serving select high-net-worth individuals and families.

The Opportunity

We seek a high-integrity, hardworking Client Service Specialist to join our team and tackle all aspects of our customer service process.

This position offers the right candidate an amazing opportunity to join a collaborative team, build valuable skills, and create a fulfilling career.

What We Need

• High personal and professional integrity with a heart to serve
• Continuous learner
• A good foundation of interpersonal relationship skills
• Clear communicator
• High attention to detail
• Excellent listener
• Team-oriented
• Positive attitude
• Self-starter

About the Position

We aim to deliver excellent service to our select high-net-worth clients and their families. This position is central to our mission.

We are looking for someone who can:

• Manage and maintain our CRM (client relationship management) software and contact management database to keep current for sorting, reporting, scheduling, fee tracking, and marketing purposes
• Experience with Redtail is a plus.
• Proactively execute our service workflows
• Assist client and office administrator with paperwork such as processing all forms and applications including, opening accounts, account address change, and other online applications necessary to process clients’ business transactions
• Track client service issues and new business transactions in progress and report weekly
• Handle all non-advisory tasks for the professional advisory team

What Guided Wealth Partners Offers You

• Guided Wealth Partners is a place where you will make an important difference in the lives of others.
• As a member of our team, you will strengthen organizational and relationship skills, while helping to solve diverse, complex challenges for clients and the organization.
• You will have an opportunity to learn and grow.
• You will work alongside thoughtful, experienced, and intelligent individuals who will coach you with a supportive and positive attitude. We want you to thrive.
• We respect the need for work-life balance. We work hard, but we also have fun and intentionally balance professional development with personal growth and well-being.
• Opportunity to earn a competitive overall compensation package commensurate with experience, education, and capabilities.

To Apply

Send your resume and cover letter to Kay Darnell [email protected]. Once received, we will contact you directly to see if there is a mutual fit and answer any questions you may have.