About this role
Client Services Associate at SageSpring Wealth Partners. Location: Brentwood, Tennessee, United States. Role: interacting clients, scheduling meetings, maintaining records Requirements: Associates degree or 2 years administrative experience, proficiency with Microsoft Office, CRM platforms and video conferencing, strong communication, multitasking, confidentiality, and attention to detail. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office Suite, Client Relationship Management Commitment: Full Time Workplace: Onsite Languages: English