Client Services Associate-Top Employer / Award-winning Culture / Full Benefits
If you are eager to help people achieve their life's goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you!
SageSpring Wealth Partners is seeking an exceptional client services professional to support our financial advisors and assist with efficient, quality client service.
You must be creative and enjoy working within an entrepreneurial environment that is mission-driven and community oriented.
The Client Services Associate is a highly focused, energetic individual that enjoys an active role handling skilled planning, prioritizing, and coordinating for the Advisors to ensure calendar and To-Do lists best support team objectives.
The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain balance among multiple priorities.
Qualifications
Rewards :
About Us
Recognized as a Top Workplace* for the last four consecutive years, SageSpring Wealth Partners operates as a family. With more than 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country.
We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future.
Through our broker-dealer Raymond James, we have the support of a large company, while offering clients the intimate service of a small firm.
Job Type : Full-time / On-Site
Work Location : Brentwood, TN
Schedule : Monday through Friday, Days
Top Workplaces Award (2023)
More than 1,000 companies were invited to participate, 106 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies.
Any employer was eligible, as long as it had at least 35 employees in Middle Tennessee. Employees could be public, private, nonprofit or governmental.
Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for.
Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations.
Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized.
The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance.
Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award / rating. Neither Energage nor the Tennessean are affiliated with Raymond James.
Over 42,000 companies participated and roughly 1,300 were recognized as one of Top USA Workplaces. The publisher welcomed employees to nominate an organization through a survey partnered with Energage.
To be eligible, employers must have at least 150 employees and could be public, private, nonprofit, for profit, or governmental.
Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for.
Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations.
Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized.
This ranking is based upon the period from 11 / 27 / 2021 to 11 / 27 / 2022, and was published in January 2023. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance.
This ranking is not based on the services / advice offered by our financial advisors. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award / rating.
Neither Energage nor Top Workplaces is affiliated with Raymond James.
Last updated : 2024-05-29
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