Wealth Management Client Service Associate: Growth & Bonus

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

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