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Wealth Client Services Associate Tech-Forward

Job in Nashville, Davidson County, Tennessee, 37247, USA
Listing for: DECKER WEALTH MANAGEMENT, LLC
Full Time position
Listed on 2026-06-24
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Services Associate — Mon-Fri, Tech-Forward

DECKER WEALTH MANAGEMENT, LLC in Nashville, TN is looking for a full-time Client Service Associate to enhance our team. This role focuses on providing exceptional client service, processing transactions, and maintaining accurate documentation in our CRM.

The ideal candidate will have at least 1 year of financial services experience, solid technology skills, and the ability to manage tasks independently while contributing to a collaborative work environment. We offer a competitive salary and a supportive culture that values work-life balance.

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Position Requirements
10+ Years work experience
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