Wealth Management Client Service Associate: Growth & Impact

First Roles; 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) match

Profit-sharing

Early finish Fridays

Learning from advisors

Career growth

Job summary

First Roles in Memphis, TN seeks a Client Service Associate to support wealth management operations and deliver exceptional client experiences. You will work closely with advisors, manage onboarding, transfers, and service requests, and help maintain accurate client records.

The ideal candidate has 2+ years in client service or operations within a wealth management environment, with strong communication, organizational skills, and a proactive, problem-solving mindset.

Qualifications

• 2+ years of client service or operations experience in a wealth management setting.
• Strong knowledge of investment and retirement accounts, transfers, and money movements.
• Familiarity with wealth tech platforms listed above is preferred.
• Technologically savvy with strong research and problem-solving abilities.
• Excellent written and verbal communication, professionalism and discretion.
• Positive, client-focused attitude and ability to build relationships.
• Insurance licensing expected within the first year.

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 items are resolved.
• Investigate discrepancies and delays with research and recommended next steps.
• Provide advisors with regular status updates and flag issues early.
• Prepare materials, reports, and documentation for client reviews and meetings.
• Maintain accurate client records, service checklists, and procedures.
• Support and train administrative staff on service policies and procedures.
• Identify workflow improvements and help design repeatable systems.

Skills

Client service

Operations experience

CRM systems

Research skills

Communication skills

Time management

Tech savvy

Discretion

Relationship building

Education

Bachelor's degree

Tools

Wealthscape

Kestra

Envestnet

Redtail CRM

RightCapital

Job description

First Roles in Memphis, TN seeks a Client Service Associate to support wealth management operations and deliver exceptional client experiences. You will work closely with advisors, manage onboarding, transfers, and service requests, and help maintain accurate client records.

The ideal candidate has 2+ years in client service or operations within a wealth management environment, with strong communication, organizational skills, and a proactive, problem-solving mindset.