Wealth Management Client Service Associate: Growth

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

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.