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Scion Staffing · 2 weeks ago

Financial Advisor Assistant - Client Services

Hendersonville, TN

Full-time

Hybrid

New Grad, Entry Level

$54K/yr - $60K/yr

Scion Staffing is conducting a search for a Financial Advisor/Client Services Representative for an established financial organization. The Client Services Representative provides high-level administrative and service support to investment advisors and management leadership, focusing on customer service and operational support.

RecruitingStaffing AgencyVisual Search

Growth Opportunities

Responsibilities

Provide administrative and operational support to financial advisors and management leadership

Manage client service inquiries, appointments, and relationship coordination

Assist with scheduling, report preparation, and event coordination for educational and marketing activities

Maintain accurate and compliant client files and records in accordance with regulatory standards

Support processing of new accounts, service requests, and product referrals

Perform general office administration, including phone support, correspondence, and recordkeeping

Qualification

Series 7 licenseSeries 63 licenseSeries 6566 licenseMicrosoft Office SuiteClient service experienceMultitasking skillsOrganizational skillsCommunication skillsAttention to detail