Client Service Associate

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.

• 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

• 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

• 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.

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.