TSR is a premier National U.S. Staffing company with over 50 years of staffing excellence. Our client, a leading financial company is hiring a Client Services Specialist on a initial 6 month contract Work Location Nashville, TN (Remote Until Further Notice) Must be comfortable with potential flex hours Role Purpose A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities Educate clients on account services and capabilities Input data in to financial planning tools Assist with the preparation of reports and other materials for client meetings Ensure appropriate documentation is collated for new accounts and service requests Key Deliverables Leverage communications channels to enhance relationships with clients Maintain management systems with up to date client information Organize logistics for team marketing events and maintain marketing materials Provide team with calendar detailing daily, weekly and monthly activitie Identify service opportunities for clients Please contact me directly if you are interested in learning more about this opportunity or to discuss our referral program if you know anyone that may be interested. Regards, Patrick Smith Strategic Recruitment TSR Consulting, Edison, NJ
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