Scion Staffing · 5 days ago
Financial Advisor Assistant - Client Services
Hendersonville, TN
Full-time
Hybrid
New Grad, Entry Level
$54K/yr - $60K/yrScion Staffing is conducting a search for a Financial Advisor/Client Services Representative for a growing financial organization. The Client Services Representative will provide high-level administrative and service support to investment advisors, focusing on client service inquiries, operational support, and maintaining accurate client records.
RecruitingStaffing AgencyVisual Search
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
Required
Prior administrative or client service experience, ideally within a financial or professional services setting
Exceptional organizational, communication, and multitasking skills
Strong attention to detail and ability to maintain accurate and compliant records
Proficiency in Microsoft Office Suite and general office technology
Active Series 7, 63, and 65 or 66 licenses and the ability to be bondable through CUSO Financial Services
Benefits
Medical
Dental
Vision insurance
Paid time off
401(k) participation
Company
Scion Staffing
Scion Staffing is an award-winning full-service executive search firm
Founded in 2006
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brandon Fernandez, CSP
Senior Partner Development Manager
Brent Cherry-Barnes
Sr. Partnership Development Manager
Recent News
2024-11-23
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