Client Administrator - Nashville, Tennessee United States - 43042



JOB DESCRIPTION

Job #: 43042
Title: Client Administrator
Job Location: Nashville, Tennessee - United States
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Regional
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


*leader in the RIA field, excellent training

*camaraderie, professionalism, intregrity foundational 

*client-oriented, white glove service

 

JOB DESCRIPTION

Top Tier RIA, AUM 7+ Billion AUM, seeking a highly motivated, service-oriented, entrepreneurial-minded individual.  

*work in partnership with a team: learn, grow, mentoring

*employee owned: equity track automatic

*HNW/UHNW clientele: individuals, multi-generational families, family offices, foundations, endowments and retirement plans.  

*tailored investment management, financial planning, trust and estate, family office, and institutional advisory services

 

QUALIFICATIONS

• Bachelor’s degree preferred
• 3+ years of wealth management, trust or comparable experience
• Experience with financial/investment technology platforms; proficiency in Excel and PowerPoint     applications
• Ethical

• Strong work ethic with the ability to work under pressure and handle multiple tasks within deadlines
• Strong analytical abilities and excellent attention to detail
• Excellent writing and communication skills
• Professional, pleasant and personable in dealing with clients

• Adaptable in a rapidly changing environment

Education:
University - Bachelor's Degree/3-4 Year Degree

APPLY NOW FOR THIS JOB

Our recruiters are currently seeking to fill this position and hundreds like this in our network. If you are a match you'll be contacted with additional details.

We value your privacy and will never share your information with any employer without your consent.

Send your profile and resume to the recruiter who posted this job. You may include a cover letter to introduce yourself.

Cover Letter Text:

5,000 character limit