Wiley Bros. - Aintree Capital · 1 month ago
Client Services Associate
Nashville, TN
Full-time
Onsite
New Grad, Entry LevelWiley Bros. - Aintree Capital is a long-standing and well-known Nashville-based investment firm seeking a responsible Client Service Associate. The role involves assisting with daily office needs, managing documentation for clients, and supporting Financial Advisors in their activities.
Asset ManagementFinancial ServicesWealth Management
Responsibilities
Assisting in daily office needs, record management, and managing our company’s general administrative activities
Interact daily on the phone and in person with prospective and existing clients
Ensure account documentation is accurately and successfully submitted. This includes preparing documents to be presented to clients, obtaining appropriate signatures, submission, and follow-up of new account documentation
Perform administrative duties that support Financial Advisors and firm leadership in daily business practices
Schedule and coordinate meetings, events, and appointments for advisors
Qualification
Required
Bachelor's degree or equivalent experience
Comfortable working in a fast-paced, dynamic business environment in which accuracy and attention to detail are crucial
Strong interpersonal and communication skills
Demonstrates flexible and efficient time management and the ability to prioritize workload
Problem solving, diligence, and analytical skills
A high degree of attention to detail
Benefits
The company will train and pay for necessary regulatory licensing
Company
Wiley Bros. - Aintree Capital
Wiley Bros.-Aintree Capital (“Wiley Bros.”) was founded in 1945 by David W. Wiley, Sr. and James Wiley.
Founded in 1945
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kaley Porter Idol
Chief Compliance Officer - Broker Dealer Operations
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