Client Service Associate

The Strategic Implementer; Nashville (TN); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

401(k) with employer match

Room for development into operations role

Great work/life balance with a Monday-Friday schedule

Job summary

The Strategic Implementer in Nashville, TN is seeking a full-time Client Service Associate to enhance client experiences. The role involves responding to client requests, managing deliverables, and assisting with compliance tasks.

Ideal candidates will have financial services experience, be tech-savvy, and possess solid communication skills. The position promises a work-life balance, with additional perks including a 401(k) matching program and development opportunities.

Qualifications

• 1 year of financial services experience is required.
• Proficiency with technology; Mac experience is a plus.
• Ability to obtain Series 65 license within 6 months.

Responsibilities

• Respond to client requests with timeliness and accuracy.
• Process account opening applications and money movements.
• Document notes and activities in the CRM.
• Manage and execute client deliverables post-advisor meetings.
• Communicate with clients via phone and email regarding tasks.
• Assist with compliance tasks under supervision.
• Solve issues as they arise to provide excellent client service.

Skills

Financial services experience

Tech-savvy, Mac experience

Communication skills

Problem-solving skills

Organizational skills

Job description

Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate to join our team. We’re a growing fee-only firm committed to meaningful client relationships and investing in our people. Work-life balance, teamwork, and enabling everyone’s success are our core priorities. In this client service role, you’ll be essential to delivering outstanding experiences. You’ll work alongside a team that values both professional excellence and treating people well.

Compensation

• Salary range of $65K-80K, commensurate with relevant experience
• Great Work/Life Balance with a Monday-Friday Schedule
• 401(k) with employer match
• Room for development into an operations role

Responsibilities

• Respond to client requests with timeliness and accuracy
• Process account opening applications, transfer paperwork, money movements and/or other various interactions with custodian(s).
• Document notes, activities, workflows and reports in our CRM
• Manage and execute client deliverables after the advisors’ meetings and communicate with clients to follow up
• Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
• Assist with some compliance tasks under the direction of our Chief Compliance Officer
• Solve issues as they arise with the goal of providing excellent client service

Requirements

• 1 year of financial services experience
• Adept and skilled with technology – we are a tech-forward firm. Mac experience is a plus
• Series 65 or the ability to obtain in the first 6 months
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail
• Ability to work independently while prioritizing projects and managing your time – we do not micromanage
• Ability to learn and implement new technology and software quickly
• Ability to communicate well with clients and colleagues and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy

Our firm’s core values are: Integrity, Fiduciary, Intelligence, Dependable, Exceptional Service, and Respect.

We are an Equal Opportunity Employer.