Client Service Associate (Wealth Management)

Right Executive Search, LLC; Memphis (TN); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

Medical benefits

401(k) with match

Early Fridays

Career growth opportunities

Learning from advisors

Job summary

Right Executive Search, LLC is assisting a wealth management client in Memphis, Tennessee, seeking a Client Service Associate to support comprehensive client service and wealth management operations. The role emphasizes ownership, independent issue research, and delivering outcomes with exceptional client experience.

The candidate will manage account openings, transfers, and related tasks, coordinate with custodians and advisors, and help prepare materials for planning meetings while maintaining

Qualifications

• 2+ years of client service or operations experience in an RIA or wealth management firm.
• Working knowledge of investment and retirement accounts, transfers, and money movements.
• Familiarity with platforms such as NFS/Wealthscape, Kestra, Envestnet, Redtail CRM, RightCapital.
• Strong research, problem‑solving, and organizational skills.
• Excellent written and verbal communication.

Responsibilities

• Manage new account openings, ACATS and transfers, account maintenance, distributions, and money movements.
• Own client service and operational requests from initiation through completion.
• Follow up with custodians, carriers, clients, and team members until items are resolved.
• Investigate discrepancies and delays independently, with research and a recommended next step.
• Provide advisors with regular status updates and flag issues early.
• Prepare materials, reports, and documentation for client review and financial planning meetings.
• Maintain accurate client records, service checklists, and written procedures.
• Support and train administrative team members on firm-wide service policies and procedures.
• Identify workflow and process improvements and help design, document, and maintain repeatable systems.

Skills

Customer service

Operations

Research

Problem-solving

Communication

Tools

NFS/Wealthscape

Kestra

Envestnet

Redtail CRM

RightCapital

Job description

Salary

$65,000 to $75,000 base, plus performance-based bonus

About the Role

Our client is a comprehensive wealth management firm providing holistic financial planning and wealth management to individuals and families. The Client Service Associate supports all aspects of client service and wealth management operations, working closely with advisors and other team members to ensure requests are handled accurately and efficiently. The firm values someone who takes ownership, researches issues independently, and can be trusted to deliver an outcome rather than a series of tasks. Someone who has a passion for creating an exceptional client experience!

Key Responsibilities

• Manage new account openings, ACATS and other transfers, account maintenance, distributions, and money movements
• Own client service and operational requests from initiation through completion
• Follow up with custodians, carriers, clients, and team members until pending items are resolved
• Investigate discrepancies and delays independently, escalating with research done and a recommended next step
• Provide advisors with regular status updates and flag issues before they become problems
• Prepare materials, reports, and documentation for client review and financial planning meetings
• Maintain accurate client records, service checklists, and written procedures
• Support and train administrative team members on firm-wide service policies and procedures
• Identify workflow /process improvements and help design, document, and maintain repeatable systems

Qualifications

• 2 plus years of client service or operations experience in an RIA, broker-dealer, wealth management firm, custodian, or similar (preferred)
• Working knowledge of investment and retirement accounts, transfers, distributions, and money movements
• Familiarity with NFS/Wealthscape, Kestra, Envestnet, Redtail CRM, RightCapital, or comparable platforms preferred
• Technologically savvy with strong critical thinking, research, and problem-solving skills
• Strong organizational skills with the ability to manage multiple open items through completion
• Excellent written and verbal communication, professionalism, and discretion
• A positive, people-first attitude and a genuine commitment to building strong relationships.
• Insurance and workflow design experience a plus; insurance licensing expected within the first year

What They Offer

• Competitive base salary of $60,000-$75,000, commensurate with experience, plus a performance-based bonus recognizing your contributions
• Generous paid time off to rest, recharge, and enjoy time outside of work
• Strong medical benefits to support your health and well-being
• 401(k) with an employer match and profit-sharing eligibility to help you build long-term financial security
• Early finish on Fridays, reflecting the firm's commitment to work-life balance
• Opportunities to learn directly from experienced financial advisors and broaden your knowledge of financial planning, investments, and insurance
• Long-term career growth within an expanding firm where people and their contributions are valued

Key words:

401(k), ACATS, Account Administration, Account Maintenance, Account Opening, Account Transfers, Administrative Support, Advisor Support, Asset Transfers, Brokerage Accounts, Broker-Dealer, Cash Management, Client Communications, Client Experience, Client Onboarding, Client Relationship Management, Client Reporting, Client Service, Client Service Administrator, Client Service Associate, Client Service Representative, Client Services Coordinator, Client Support, CRM, Custodial Operations, Custodian Coordination, Distributions, Documentation, Envestnet, Financial Advisor Assistant, Financial Advisor Support, Financial Planning, Financial Planning Assistant, Financial Services, Financial Services Associate, Financial Services Operations, Holistic Financial Planning, Individual Retirement Accounts, Insurance, Insurance Licensing, Insurance Operations, Investment Accounts, Investment Operations, Investment Support, IRA, Kestra, Memphis, Money Movement, National Financial Services, New Account Opening, NFS, Operational Support, Operations Administrator, Operations Associate, Process Documentation, Process Improvement, Profit Sharing, Redtail, Redtail CRM, Registered Investment Advisor, Relationship Management, Retirement Accounts, Retirement Distributions, RIA, RightCapital, Service Operations, Tennessee, Transfer Processing, Wealth Management, Wealth Management Administrator, Wealth Management Assistant, Wealth Management Associate, Wealth Management Client Service Associate, Wealth Management Operations, Wealthscape, Workflow Design, Workflow Management, Workflow Optimization