In-Office Client Experience Associate - Wealth Management

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 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