Client Onboarding Specialist | Administrative Client Specialists - Wesley Financial Group : Job Details

Join the Wesley Financial Group Team!

Position: Administrative Specialist aka Client Onboarding SpecialistsDepartment: Client Services | AdminLocation: Franklin, TN (Onsite role)

Do you thrive in a fast-paced, dynamic environment? Are you ready to make a difference by helping clients start their journey to financial freedom? Wesley Financial Group is looking for an Administrative Specialist to join our Client Services team and play a vital role in our mission to transform lives.

At Wesley Financial Group, we dont just offer jobs we offer careers with purpose, perks youll love, and a culture you wont find anywhere else!

???? Amazing Perks and Benefits:

• Comprehensive Coverage: Medical, Dental, and Vision Insurance.
• Invest in Your Future: 401K with a company match.
• Time for You: Generous PTO starting from day one and 11 paid holidays (including 2 floating holidays).
• Celebrate Success: Fun company-wide events and employee recognition programs.
• Work-Life Balance: Monday through Friday schedule that allows you to focus on what matters.
• Onsite Goodies: Access to our fitness center, team lounges, and food trucks for a mid-day pick-me-up.

???? Our Unique Culture:At Wesley, we work hard, have fun, and truly care about each other. With a diverse and inclusive team, youll feel right at home from day one. We foster growth, encourage collaboration, and make a difference every single day!

As an Administrative Specialist, youll be the friendly face and voice helping new clients complete their onboarding journey. Your work will ensure our clients start their experience with confidence and ease.

• Welcome New Clients: Conduct onboarding calls to guide clients through their next steps.
• File Management: Collect, scan, and upload timeshare documents to Salesforce.
• Team Player: Assist with incoming mail, emails, chatters, and faxes making sure nothing slips through the cracks.
• Process Improvement: Test systems and workflows to keep things running smoothly.
• Client Focused: Ensure all onboarding materials are completed and submitted, setting clients up for success.

• Organization Rockstar: Youre great at juggling multiple tasks and meeting deadlines.
• Team Spirit: You collaborate well with others but can also work independently.
• People Skills: Exceptional verbal and written communication abilities.
• Tech Savvy: Experience with Excel, Google Sheets, and GSuite is a must!
• Detail-Oriented: You have a sharp eye for accuracy and focus on results.

At Wesley Financial Group, youll be part of a company that cares about its people, celebrates achievements, and creates a positive impact on clients lives. If youre ready to bring your skills and personality to a company that values YOU, we want to hear from you!

Click Apply Now to start your journey with Wesley Financial Group where your career meets purpose, and your teammates feel like family.

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