Client Service Associate (Wealth Management)

Right Executive Search, LLC; Memphis (TN); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Medical benefits

401(k) with match

Profit-sharing eligibility

Early Fridays

Learning from experienced advisors

Job summary

Right Executive Search, LLC is seeking a Client Service Associate to support wealth management operations and deliver an exceptional client experience. The role involves handling new accounts, transfers, distributions, and money movements, while collaborating with advisors and custodians to resolve items efficiently.

Ideal candidates have 2+ years in client service or operations within an RIA or broker-dealer, with strong problem-solving, communication, and organizational skills.

Qualifications

• 2+ years of client service or operations experience in wealth management or similar.
• Familiarity with investment accounts, transfers, distributions, and money movements.
• Experience with platforms like NFS/Wealthscape, Kestra, Envestnet, Redtail CRM, or RightCapital.
• Strong problem-solving, research, and organizational skills.
• Professional communication and discretion; people-first attitude.

Responsibilities

• Manage new accounts, transfers, distributions, and money movements.
• Own client service requests from start to finish.
• Coordinate with custodians, clients, and team to resolve items.
• Investigate discrepancies with research and recommended steps.
• Provide advisors with status updates and flag issues early.
• Prepare materials and documentation for client meetings.
• Maintain accurate client records and service checklists.
• Train staff on service policies and procedures.
• Identify workflow improvements and design repeatable systems.

Skills

Client service

Operational support

Research & problem-solving

Tools

NFS/Wealthscape

Kestra

Envestnet

Redtail CRM

RightCapital

Job description

Salary:

$60,000 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