Client Services Associate - Deliver Exceptional Support to Financial Advisors and Clients
Employer
Prudential Financial
Salary
$60k-$70k (estimated pay)
Location
Nashville, TN
Employment Type
Full-time
Сategory
Customer Service Representatives
Description
Seeking detail-oriented Client Services Associate to provide administrative support to financial advisors, maintain client relationships, and assist with account management. Join us and help clients achieve financial goals!
Qualifications
- experience in LPL Financial system
- strong communication skills
- collaborative mindset
- sales experience is a plus
- familiarity with Salesforce
Responsibilities
- answer phones
- schedule appointments
- prepare materials for client meetings
- keep client management systems updated
- conduct proactive outreach to clients and advisors
- manage account activities
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