Client Services Associate

Eugenias Advisory Group
Raven Spence
508 S. Fifth St Nashville, TN 35901
Post Your Resume

Client Service Associate

Level II

The applicant will work in the capacity as a Client Service Associate in a Private Wealth Management firm, located in Nashville, TN. It is preferred, the applicant have experience in a brokerage firm, insurance agency, bank, etc. It is preferred, the candidate have a degree in Finance or Financial Planning. The candidate must have a passion for helping others and a desire to serve the client. This is not only a job driven by tasks and numbers, it is about building client trust, therefore the candidate must have a moral conviction that is uncompromising. High ethical standards coupled with professionalism and confidentiality are the cornerstones of this position. 

Position Perks:

• Competitive base salary

• Simple IRA with 3% employer match

• Paid Time Off accrues - up to 10-20 days per year

• Up to 12 holidays are observed

• Long Term Disability (paid by employer)

• Offer Group Medical (up to $250 per month paid by EAG)

• Group Dental and Vision Insurance available