Client Services Associate

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