What are the responsibilities and job description for the Client Service Associate position at Decker Wealth Management Group?
Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate to join our team. We're a growing fee-only firm committed to meaningful client relationships and investing in our people. Work-life balance, teamwork, and enabling everyone's success are our core priorities. In this client service role, you'll be essential to delivering outstanding experiences. You'll work alongside a team that values both professional excellence and treating people well.
Compensation:
- Salary range of $65K-80K, commensurate with relevant experience
- Great Work/Life Balance with a Monday-Friday Schedule
- 401(k) with employer match
- Room for development into an operations role
Responsibilities include:
- Respond to client requests with timeliness and accuracy
- Process account opening applications, transfer paperwork, money movements and/or other various interactions with custodian(s).
- Document notes, activities, workflows and reports in our CRM
- Manage and execute client deliverables after the advisors’ meetings and communicate with clients to follow up
- Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
- Assist with some compliance tasks under the direction of our Chief Compliance Officer
- Solve issues as they arise with the goal of providing excellent client service
Requirements:
- 1 year of financial services experience
- Adept and skilled with technology – we are a tech-forward firm. Mac experience is a plus
- Series 65 or the ability to obtain in the first 6 months
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to work independently while prioritizing projects and managing your time – we do not micromanage
- Ability to learn and implement new technology and software quickly
- Ability to communicate well with clients and colleagues and work in a collaborative environment
- Ability to follow office processes and policies related to office operations & client privacy
Our firm’s core values are: Integrity, Fiduciary, Intelligence, Dependable, Exceptional Service, and Respect.
The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
Salary : $65,000 - $80,000