Wesley Financial Group · 5 hours ago
Administrative Client Intake Specialist
Franklin, Franklin, TN, US
Full-time
Onsite
New Grad, Entry LevelWesley Financial Group is looking for an Administrative Client Intake Specialist to join their Client Services team and help clients begin their journey to financial freedom. The role involves conducting onboarding calls, managing files, assisting with communications, and ensuring a smooth onboarding process for new clients.
ConsultingDocument PreparationFinanceFinancial Services
Responsibilities
Welcome New Clients: Conduct onboarding calls to guide clients through their next steps
File Management: Collect, scan, and upload timeshare documents to Salesforce
Team Player: Assist with incoming mail, emails, chatters, and faxes – making sure nothing slips through the cracks
Process Improvement: Test systems and workflows to keep things running smoothly
Client Focused: Ensure all onboarding materials are completed and submitted, setting clients up for success
Qualification
Required
Organization Rockstar: You're great at juggling multiple tasks and meeting deadlines
Team Spirit: You collaborate well with others but can also work independently
People Skills: Exceptional verbal and written communication abilities
Tech Savvy: Experience with Excel, Google Sheets, and GSuite is a must!
Detail-Oriented: You have a sharp eye for accuracy and focus on results
Benefits
Comprehensive Coverage: Medical, Dental, and Vision Insurance.
Invest in Your Future: 401K with a company match.
Generous PTO starting from day one and 11 paid holidays (including 2 floating holidays) 12 Total
Fun company-wide events and employee recognition programs.
Access to our fitness center, team lounges, and food trucks for a mid-day pick-me-up.
Leadership training and advancement opportunities
Robust employee recognition programs
Ability to participate in company-wide community outreach programs
Fun engaging company-wide events and activities
Outstanding work/life balance
Spirited and passionate team environment with members who display core values of teamwork and integrity
Company
Wesley Financial Group
Wesley Financial Group is a consumer rights group that timeshare cancellation and debt elimination services to individuals and families.
Founded in 2011
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jinanne West
Chief Financial Officer
John Meadows
Chief Revenue Officer (CRO)
Recent News
2025-08-15
2025-05-09
Company data provided by crunchbase