Client Specialist I

Simmons Bank(6 months ago)

Nashville, TNOnsiteFull TimeJunior$60,829 - $81,388 (estimated)Client Services

About this role

A Client Specialist partners with multiple Financial Advisors to deliver high-quality client service and support the firm’s revenue and asset goals. The role centers on supporting advisor-client interactions, maintaining accurate client records, and ensuring adherence to firm and regulatory requirements.

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Required Skills

Retirement Accounts
Banking Products
Investment Products
Time Management
Written Communication
Verbal Communication
Attention Detail
CRM
Microsoft Office
Adobe Acrobat

+7 more

Qualifications

HS Diploma/GED

About Simmons Bank

simmonsbank.com

For more than 100 years, Simmons Bank has worked hard to help make our customers’ dreams come true - like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.

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