Client Service Associate

Decker Wealth Management Group; 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 an ops role

Job summary

Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate to join our team. We are a growing fee-only firm focused on meaningful client relationships and investing in our people.

You'll be essential to delivering outstanding experiences with a team that values professional excellence and treating people well. Responsibilities include responding to client requests, processing account openings and transfers, CRM documentation, and delivering client

Qualifications

• 1 year of financial services experience.
• Proficiency with technology; Mac experience is a plus.
• Series 65 or ability to obtain within 6 months.
• Ability to prioritize tasks, problem-solve, and meet deadlines.
• Strong organization and attention to detail.
• Ability to work independently while prioritizing projects.
• Ability to learn and implement new technology and software quickly.
• Excellent communication with clients and colleagues.

Responsibilities

• Respond to client requests with timeliness and accuracy.
• Process account opening applications, transfer paperwork, and money movements.
• Document notes, activities, workflows and reports in our CRM.
• Manage and execute client deliverables after advisors' meetings and follow up with clients.
• Communicate with clients via phone and email regarding scheduling, paperwork, and tasks.
• Assist with compliance tasks under the Chief Compliance Officer.
• Solve issues to provide excellent client service.

Skills

Financial services experience

Series 65 eligibility

Prioritize tasks

Problem solving

Organization & detail

Independent work

Communication with clients

Learning new technology

Tools

CRM software

Mac experience

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 include:

• 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.

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.