About this role
Client Services Associate at SageSpring Wealth. Location: Franklin, Tennessee, United States. Role: serving clients, scheduling meetings, maintaining records Requirements: Associates degree or 2 years administrative experience, proficient in Microsoft Office and video conferencing, CRM experience, strong communication, organization, multitasking, confidentiality, and ability to travel to other offices. Category: Customer Service Seniority: Entry Level Tools: Microsoft Office Suite, video conferencing systems, Client Relationship Management platform Commitment: Full Time Workplace: Onsite Languages: English