Client Service Associate
Onsite (Nashville, TN)
Full Time/Direct Hire
Job Overview:
You’ll be the heart of a boutique family office serving founders navigating the most significant financial transition of their lives—the sale of businesses they built. These clients expect discretion, precision, and someone who stays ahead of their needs.
This isn’t about pushing paper. It’s about creating an experience so seamless that clients forget how complicated wealth management actually is.
What You’ll Own:
- Client scheduling, meeting logistics, and calendar coordination
- Preparation and assembly of meeting materials
- Client onboarding and account opening, coordinating across custodians and external professionals
- CRM and document management—accurate, current, audit-ready
- First point of contact for routine client inquiries
- Supporting firm leadership with administrative and organizational needs
- Tracking every open item to completion
What Exceptional Looks Like:
- Clients mention you by name when referring friends
- Advisors stop double-checking your work
- You catch problems before they surface
- You remember the personal details that matter—and act on them appropriately
Who Thrives Here:
You’re energized by making other people’s lives easier. You take pride in flawless execution, not because you need recognition, but because excellence is how you’re wired. You’re warm with clients but never casual with confidential information.
You’re looking for a place where you can make a real difference through service and relationship—not a stepping stone, but a home.
Required:
- 3–5 years in financial services, wealth management, family office, or RIA
- Familiarity with Schwab custodial platform
- Proficiency in Microsoft 365
- Experience with CRM and document management systems
- Strong written and verbal communication
- Mature judgment with confidential information
Preferred:
- Prior RIA or family office experience
- Experience with Salesforce, Redtail, or Wealthbox
- Familiarity with account transfers and custodial processes
- Bachelor’s degree or equivalent experience
- Interest in long-term career growth within wealth management
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Adrian Malik
Specialist - Talent Acquisition
Clevanoo LLC
Desk: 475-216-2328
Email: [email protected]