Client Service Specialist - RIA / Wealth Tech Platform
- $100,000 - $130,000
- Nashville, TN
Nashville, TN / 100B AUM wealth tech company
A bit about us:
We provide technology-enabled wealth management solutions and business services to financial advisory firms, helping them achieve independence, scale operations, and grow through a comprehensive platform of software tools, investment management capabilities, and strategic business services.
Why join us?
Premium health, dental, and vision insurance
401(K) + Company Match
FSA / HSA
PTO
401(K) + Company Match
FSA / HSA
PTO
Job Details
You will be teaching financial advisors how to operate their business using core technology solutions. This role will serve within one of our Network Partner offices. You will be clearly communicating and educating RIAs on technological connectivity and supporting Financial Advisors and their teams across 7 office locations. You will optimize operational workflows powered by our technology to enhance efficiency and service delivery.
You have familiarity with custodians, performance reporting, financial planning and CRM technologies and will understand how these systems integrate within a proprietary tech stack. Specific experience with Fidelity, Black Diamond and Salesforce are preferred.
You have familiarity with custodians, performance reporting, financial planning and CRM technologies and will understand how these systems integrate within a proprietary tech stack. Specific experience with Fidelity, Black Diamond and Salesforce are preferred.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.