Client Service Associate

Decker Wealth Management in Nashville TN is seeking a full-time in-office Client Service Associate to join our team. Were a growing fee-only firm committed to meaningful client relationships and investing in our people. Work-life balance teamwork and enabling everyones success are our core this client service role youll be essential to delivering outstanding experiences. Youll 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 firms 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.