Now Hiring - Luken Investment Analytics - Client Relationship Manager in Brentwood, TN

Full description of the position

At Luken Investment Analytics, our client's success is our mission.

Our new Client Relationship Manager will be responsible for ensuring that our amazing clients receive the highest level of care. This role will work closely with clients and will collaborate with our Financial Advisors to manage the client's experience and keep them on track to meet their unique goals.

About us:

• Luken Investment Analytics is an elite fintech firm made up of passionate people who are focused on the human side of building wealth.
• We have a proprietary approach and software that sets us apart from other financial companies. It’s allowed us to be highly ranked for years and be featured on a ton of national news outlets.
• We know technology is critical, but so is creating an amazing experience for our clients.
• We are not trying to simply grow as fast as possible – we add amazing clients who feel more like partners than customers.

About you:

• You have had 3-5 years of Financial Services experience.
• You have worked with enterprise platforms (i.e. MS Office, Redtail or Salesforce, Orion or Black Diamond, TD Ameritrade or Schwab, etc.).
• You are agile and flexible in your work habits in order to meet client needs and thrive in an entrepreneurial environment.
• You appreciate collaboration and commit to the team's objectives.
• You seek first to understand, then to be understood.

How you will spend your time:

• Supporting client relations by working closely with the Financial Advisor to prep for and create superior client meetings.
• Ensuring that clients have everything they need from us – from accurate records to high-level follow-up.
• Assisting with financial planning to help clients stay on track to meet their goals.
• Following proven account maintenance processes to deliver a stellar client experience.

Ready to talk? Us, too. Please submit your resume to be considered.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off
• Professional development assistance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person