Wealth Planning Client Service & Case Manager

A leading financial services firm in Nashville is seeking a detail-driven Client Service & Case Management Specialist. This full-time position focuses on supporting wealth planning and insurance operations, and requires exceptional attention to detail and strong organizational skills. The ideal candidate will work independently while maintaining client financial records and coordinating insurance administration. Competitive salary range is $65,000–$90,000 based on experience, with a supportive professional culture. #J-18808-Ljbffr