Client Services Associate POST NUMBER: 434330
The Client Services Associate is a permanent opportunity with an onsite schedule.
Responsibilities:
As a Client Services Associate, you'll be an essential part of our operations, helping to keep things running smoothly and efficiently. You’ll manage schedules, track forms, and serve as a go-to point of contact for clients. Your ability to juggle priorities, communicate clearly, and stay organized will be critical to supporting our team’s success.
- Serve as the first point of contact for prospective and existing clients, both in person and over the phone.
- Handle communication across all platforms, ensuring our advisors’ messages are clear, timely, and consistent.
- Manage and update records, files, and reports in our Client Relationship Management (CRM) system, keeping everything organized and up to date.
- Prepare and distribute weekly reports and manage cards and other materials that need to be signed and mailed.
- Assist with other operational tasks and cross-train in different areas to ensure team success.
- Send forms to clients, track their completion, and ensure they are processed correctly and on time.
- Answer client questions over the phone about forms and other service-related inquiries.
- Follow up with clients to ensure all required forms are submitted and processed without delay.
- Keep communication with clients clear, responsive, and professional whether over email or phone.
Skills Required/Software Knowledge:
- Proficiency in MS Office
- Diligent, self-starter, proactive, independent, personable, meticulous, strong ability to multitask
- Relevant experience with client facing roles
- CFP desired
Culture/Benefits:
Comprehensive
Job Title: Client Services Associate
Opportunity: Permanent
Location: Onsite in Franklin, TN
Salary: $55-65k (might go up to $70k with CFP)
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco LLC and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco’s HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.