Client Relationship Manager

Who We Are

Legacy is a small but vibrant team that has created a fun and productive culture. We work hard, and we have fun together because we believe there should be a balance to our success. We have a beautiful office space in the heart of Cool Springs (Franklin, TN), which is convenient to everything and comes with amenities such as a gym, walking trails, and outdoor leisure areas, as well as food service offerings like on-site food trucks and local restaurant vendors weekly. We are seeking a motivated and competent individual to elevate our firm’s client experience and internal team workflows.

What We Do

Legacy exists to improve lives through creative financial strategies. Our independent firm offers financial planning and investment services to individuals, families, and business owners. We are passionate about serving our clients and constantly strive to provide them with the tools and strategies they need to maximize their financial portfolio and leave a legacy that impacts the lives of those they touch.

What We Need

Our team has developed a high-performing and scalable practice, leading to an overwhelming need for administrative support and project management for our team of advisors and our clients. We are looking to add a motivated and competent full-time Client Relationship Manager to the team - someone who is eager to be part of a growing business and can help us elevate our firm’s client experience. We are especially interested in candidates with the following qualifications:

Job Responsibilities

New Business Processing

Process Insurance and Investment New Business Applications

Manage the Initial Client Onboarding Process

Assist with Underwriting Requirements and Case Tracking

Maintain CRM Activities & Data Updates

Maintain Client Files & Documents

Process Checks

Client Service & Engagement

Assist with Service-Related Needs and Requests

Assist with Client Database Management and Reports

Assist with Client Online Access and Account Management Software

Assist with Client Birthday Cards & Gifts

Advisor Support

Weekly Case Status Report

Special Requests and Project Assistance, as needed

Special Projects/Events

Assist with Logistics and Planning for Client Events

Prep Materials for Events, as needed

Administrative Team Responsibilities

Answering General Phone Line

Welcome In-House Guests

Weekly Admin Meetings

Prepare Goals for Weekly Team Meetings

Requirements

Mindset & Skills Requirements

Working knowledge of Microsoft Office (Outlook, Excel, Word, etc.)

Excellent Customer Service with a friendly & patient personality

Ability to work independently while still delivering results in a timely fashion

Quick Response Time

Quality Written Communication

Effective Problem Solving

Experience with the following applications, a plus

Trello

Notion

Airtable

Benefits

Compensation & Benefits

Starting base salary range is $50,000-$60,000, based on experience and credentials

Competitive bonus and profit-sharing opportunities are available after the first year of employment

Company 401(k) eligibility after six months of employment with a 3% employer contribution