Join the Wesley Financial Group Team!
Position: Administrative Client Services Specialist
Department: Client Services | Admin
Location: 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 Client Services Specialist to join our Client Services team and play a vital role in our mission to transform lives.
At Wesley Financial Group, we don’t just offer jobs – we offer careers with purpose, perks you’ll love, and a culture you won’t find anywhere else!

As an Administrative Client Services Specialist , you’ll 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

As an Administrative Client Services Specialist , you’ll 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.