Relationship Manager-Nashville, TN

Relationship Manager
Onsite IN Office Role during training, then M-Thurs in office year one

We’re looking for a Client Relationship Manager who loves building relationships, anticipates needs before they’re spoken, and takes pride in delivering an exceptional client experience. This role is perfect for someone who thrives in a fast‑paced, people‑focused environment and wants to play a meaningful part in helping clients feel confident, supported, and understood.

What You’ll Do
Be the heartbeat of the client experience.

You’ll support advisors and clients through high‑touch communication, proactive problem‑solving, and exceptional follow‑through.

Client Service & Communication

Serve as the primary point of contact

for client questions regarding financial plans, insurance, and investments

Respond quickly and professionally

to client inquiries via email and phone

Execute service tasks

such as beneficiary updates, bank changes, draft adjustments, and confirmations

Coordinate with internal departments

to route more complex service needs

Advisor Support & Operations

Manage advisors’ inboxes

and ensure nothing falls through the cracks

Lead weekly meetings with advisors

to review open cases, onboarding progress, and roadblocks

Track advisor progress

toward premium, new client, and AUM goals

Process case notes, create tasks, and maintain accurate records

Client Onboarding & Relationship Management

Guide new clients

through the onboarding process with clarity and warmth

Gather required information

and streamline account openings and insurance applications

Handle scheduling for annual reviews and reschedules

Attend client meetings

when appropriate to support the advisor and client relationship

Lead rollover calls and shepherd new clients

through their first steps with the firm

What Makes You a Great Fit

You're a natural relationship‑builder who enjoys helping people

You're comfortable communicating clearly, warmly, and professionally

You're proactive — you see what needs to be done before someone asks

You're comfortable working in a fast‑paced environment

You're detail‑oriented and take pride in accuracy

You're part of a collaborative team but can also work independently

Required

Series 7 and 63 (firm will sponsor)

Experience in financial services or a similar client‑facing environment

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