Customer Service Representative
SYM Financial Advisors, Franklin, TN, United States
SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a responsive, motivated, and detail-oriented collaborator to join our firm. In the role of Client Service Representative, you are at the forefront of the client experience, working with advisory teams to deliver exceptional service by supporting clients' day-to-day needs.
To help you reach your full potential, SYM encourages the professional growth and personal development of all employees by offering pathways to advancement. Our training model consists of a mixture of delivery methods including a Learning Management System with self‑guided module training through videos, written, and in‑person instruction. We recognize there is more in life than work, so we also support family commitments and encourage community involvement.
What does this role entail? This role supports our team of Financial Advisors who guide our clients in achieving their financial goals through holistic wealth planning. As the sole Client Service Representative in our new Nashville office, you will wear multiple hats – balancing client‑facing responsibilities with essential office operations – while collaborating with a team of 1‑2 Advisors, a Financial Planner, and many other teammates across our SYM locations to ensure a consistent, high‑quality client experience.
Coordinating communication with clients, advisors, and custodians to open new accounts, conduct transfers, and perform money movements
Scheduling client meetings using email, Microsoft Bookings, Microsoft Teams and Outlook Calendar
Serving as the primary on‑site representative in the office and help establish a strong cultural foundation
Organizing action items with internal team members and the client following client meetings
Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time
Accurately and efficiently handling requests from advisors and clients within 24 hours
Displaying professional communication skills with written and verbal responses to clients, advisors, and team other members
Collaborating with our custodians and internal team members to follow up on and execute operational items in a timely manner
Monitoring and mitigating daily time‑sensitive requests such as money movements, trade requests, and custodian alerts
Understanding CRM workflows and reporting; utilizing CRM to document client information, notes, and action items
Answering incoming phone calls and directing inquiries to the appropriate team members
Greeting clients upon arrival and ensuring a professional and welcoming office environment
Assisting other teammates when workflow is heavy to complete client requests and meet deadlines
Managing daily office operations including ordering office supplies, coordinating vendor services, and maintaining an organized workspace
Requirements Must Haves
You have earned at minimum an associate degree from an accredited college or university, bachelor's degree highly preferred
You have robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite
You exhibit excellent written and verbal communication with a professional demeanor
You can demonstrate strong problem‑solving skills and the ability to synthesize a recommendation or solution based on disparate and sometimes incomplete information
You are highly motivated, adaptive, and able to manage multiple priorities in a fast‑paced environment
You are able to work with teammates and clients while presenting a resilient, positive attitude
Preferred
You have 2+ years of experience in the financial services industry
You have experience working with a Client Relationship Management (CRM) software
You have prior experience with Schwab, Fidelity, and DocuSign
You have the desire/ability to work successfully in a small company environment
What’s in it for you?
Competitive pay based on experience plus incentive compensation
Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance
401(k); 6% Match
Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
Option for Pet Insurance / Fitness Match / Apparel Allowance
Tuition / Certification Assistance Program
A defined career framework to help you successfully manage your career goals
#J-18808-Ljbffr
To help you reach your full potential, SYM encourages the professional growth and personal development of all employees by offering pathways to advancement. Our training model consists of a mixture of delivery methods including a Learning Management System with self‑guided module training through videos, written, and in‑person instruction. We recognize there is more in life than work, so we also support family commitments and encourage community involvement.
What does this role entail? This role supports our team of Financial Advisors who guide our clients in achieving their financial goals through holistic wealth planning. As the sole Client Service Representative in our new Nashville office, you will wear multiple hats – balancing client‑facing responsibilities with essential office operations – while collaborating with a team of 1‑2 Advisors, a Financial Planner, and many other teammates across our SYM locations to ensure a consistent, high‑quality client experience.
Coordinating communication with clients, advisors, and custodians to open new accounts, conduct transfers, and perform money movements
Scheduling client meetings using email, Microsoft Bookings, Microsoft Teams and Outlook Calendar
Serving as the primary on‑site representative in the office and help establish a strong cultural foundation
Organizing action items with internal team members and the client following client meetings
Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time
Accurately and efficiently handling requests from advisors and clients within 24 hours
Displaying professional communication skills with written and verbal responses to clients, advisors, and team other members
Collaborating with our custodians and internal team members to follow up on and execute operational items in a timely manner
Monitoring and mitigating daily time‑sensitive requests such as money movements, trade requests, and custodian alerts
Understanding CRM workflows and reporting; utilizing CRM to document client information, notes, and action items
Answering incoming phone calls and directing inquiries to the appropriate team members
Greeting clients upon arrival and ensuring a professional and welcoming office environment
Assisting other teammates when workflow is heavy to complete client requests and meet deadlines
Managing daily office operations including ordering office supplies, coordinating vendor services, and maintaining an organized workspace
Requirements Must Haves
You have earned at minimum an associate degree from an accredited college or university, bachelor's degree highly preferred
You have robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite
You exhibit excellent written and verbal communication with a professional demeanor
You can demonstrate strong problem‑solving skills and the ability to synthesize a recommendation or solution based on disparate and sometimes incomplete information
You are highly motivated, adaptive, and able to manage multiple priorities in a fast‑paced environment
You are able to work with teammates and clients while presenting a resilient, positive attitude
Preferred
You have 2+ years of experience in the financial services industry
You have experience working with a Client Relationship Management (CRM) software
You have prior experience with Schwab, Fidelity, and DocuSign
You have the desire/ability to work successfully in a small company environment
What’s in it for you?
Competitive pay based on experience plus incentive compensation
Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance
401(k); 6% Match
Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
Option for Pet Insurance / Fitness Match / Apparel Allowance
Tuition / Certification Assistance Program
A defined career framework to help you successfully manage your career goals
#J-18808-Ljbffr