Client Services Associate (Wealth Mgmt)

Client Service Associate, CSA for Wealth Management Firm

Location: Memphis, TN

Schedule: In Office

Compensation: $60K to $75K plus performance-based bonus

About Our Client

Our client is a comprehensive wealth management firm serving individuals and families who want more than traditional financial planning. The firm delivers holistic financial strategies designed to create clarity, confidence, joy, and long-term financial peace of mind. They are passionate about what they do and the impact they make.

Client Service Associate Overview

Our client is seeking a proactive, detail-oriented Client Service Associate to support all aspects of client service operations. This role is ideal for someone who thrives in a fast paced advisory environment, enjoys interacting with clients, and takes pride in accuracy and follow through.

The Client Service Associate will collaborate closely with advisors to ensure clients feel well supported, paperwork is handled accurately and efficiently, and the overall service experience consistently reflects the firm’s commitment to excellence.

Key Responsibilities of the Client Service Associate

Client Service Excellence

• Implement and manage all client service activity across investment and insurance accounts, including new account openings, ACATS, and money movements.

• Deliver an experience that exceeds client expectations and ensure clients feel prioritized and exceptionally well supported

• Provide weekly status updates on new business including investments, insurance, and service requests

Meeting Preparation and Research

• Prepare materials and documentation for quarterly and annual client reviews

• Independently research client questions before escalating

• Maintain updated service checklists and written procedures

Team Support and Process Improvement

• Train administrative staff on firm wide service policies as needed

• Strengthen workflows and service processes ; Ideas are welcome!

• Ensure consistent execution of service standards across the organization

Qualifications of the Client Service Associate

• Minimum 2 years of client service or operations experience within an RIA, broker dealer, financial advisory practice, and/or wealth management firm

• Working knowledge of investments and insurance

• Familiarity with Envestnet, RightCapital, and Redtail CRM or similar preferred

• Technologically savvy with strong database and web navigation skills

• Strong critical thinking skills with the ability to analyze situations, exercise sound judgment, and go beyond basic task execution

• Excellent written and verbal communication skills with strong relationship building ability

• Demonstrated ability to research thoroughly and work independently

• Strong organizational skills with the ability to manage multiple priorities simultaneously

• Proactive mindset with the ability to anticipate needs and prevent issues before they arise

• Experience designing, improving, and maintaining systems and workflows is a plus

Knowledge to Be Developed

• Mastery of required forms and compliance submission processes

• Proficiency in the firm’s financial planning software and Redtail CRM

• Full understanding of firm service procedures

• Insurance license required within the first year

What Our Client Offers

• Competitive base salary plus performance-based bonus

• Generous paid time off

• Medical benefits

• 401(k) with employer match

• Profit sharing eligibility

• Early Friday schedule supporting work life balance

• Opportunity to learn directly from experienced advisors

• Exposure to planning, investments, and client strategy

• Long term professional growth within a thriving and expanding RIA

• Supportive, collaborative culture where excellence and client care matter

If you are passionate about exceptional client service, thrive in a values driven culture, and want to grow within a high quality wealth management firm, we would love to speak with you.