Client Service Specialist

Full-Time    Wealth Management Services    Nashville, TN


The Role

As a pivotal member of the Wealth Management Services’ (WMS) team, the Client Service Specialist serves as the facilitator of the client experience through direct client interaction and internal coordination with WMS team members. We are looking for candidates who can efficiently manage a variety of work that changes daily and communicate clearly to deliver premium service to our WMS clients. The Client Service Specialist at Truxton has significant exposure to senior leadership and countless development opportunities for growth in wealth management, planning, and leadership.

Who We Are

Truxton Trust Company is a provider of private banking, wealth management, trust, capital markets, and family office services for wealthy individuals, their families and their business interests.  Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs.  Founded in 2004 in Nashville, Tennessee, Truxton Trust upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX).  For more information, visit 

Our mission: To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.

What You Will Be Doing

  • Collaborating with Wealth Advisors, other Client Service Specialists, and the broader Truxton team including Portfolio Managers, Operations Staff and Private Bankers
  • Providing world-class service to clients in a prompt, professional, and personalized manner
  • Managing client inquiries and requests and preparing client reports
  • Coordinating and participating in client meetings and remain engaged with the client relationship management process
  • Assisting in analytical work to support new business opportunities and client presentations
  • Utilizing Truxton’s primary trust accounting system to document client transactions
  • Facilitating the onboarding process for new WMS clients
  • Maintaining a strong understanding of custody, agency, retirement, and trust accounts

What We Are Looking For:

Attributes and Abilities

  • You are a problem solver, able to both diagnose challenges and solve them efficiently
  • You are curious and excited to learn when presented with a new issue
  • You are proactive in completing work and advancing goals of the WMS team and company
  • You are able to seamlessly toggle between independent work and collaborating with a team
  • You are detail-oriented and organized
  • You prioritize diligence and timeliness

Experience and Skills

  • 1-2 years of working knowledge and experience in a professional services firm preferred
  • You are proficient with Microsoft Office (Word, PPT, Excel)

Education and Designations

  • Bachelor’s Degree in Finance, Accounting, or Economics preferred
  • Bonus points: Obtained or are interested in pursuing an Advanced Degree or Professional Designation (CFP, CTFA, CFA, etc.)

Why You Should Work Here

  • Truxton is a highly profitable and growing company that has been recognized by American Banker as the 19th best community bank (and top-ranking TN bank) based on 3-year Return on Average Equity
  • Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work across private banking, wealth management, asset-liability management, treasury management, deposit operations, and capital markets
  • Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title
  • Opportunities for incentive bonuses through new business referral
  • Truxton supports and encourages a culture of learning, both through internal development and pursuit of professional designations

If working for Truxton appeals to you but you don’t think you are a match for this role, we still encourage you to send a resume and cover letter explaining how you might contribute to our team.

What We Offer

  • 401k + company match
  • Medical, life, dental, and vision insurance
  • Paid federal holidays and vacation time
  • Employee assistance program (EAP)
  • Short-term and long-term disability insurance

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