Client Services Associate, Wealth Advisory Services

Client Services Associate, Wealth Advisory Services

LaSalle Network is hiring on behalf of a growing registered investment advisory firm based in downtown Nashville, seeking Client Services Associate, Wealth Advisory Services. This team works closely with high-net-worth individuals and families, providing thoughtful wealth management solutions in a collaborative and client-first environment. Due to growth, they are seeking a Client Services Associate, Wealth Advisory Services to support our advisors and enhance the client experience.

The Client Services Associate, Wealth Advisory Services plays a critical role in ensuring smooth day-to-day operations and outstanding service delivery. This position serves as a primary point of contact for client service needs and supports advisors with account administration, onboarding, and investment-related documentation. The ideal candidate has prior experience within an RIA or wealth advisory firm, is highly detail-oriented, and thrives in a fast-paced, service-driven environment.

Client Services Associate, Wealth Advisory Services Responsibilities:

• Serve as a primary contact for client service inquiries, delivering timely, professional, and solutions-oriented support
• Facilitate new account openings, ensuring accuracy and compliance with custodial and firm requirements
• Coordinate and process account transfers, rollovers, and related paperwork
• Prepare, review, and process private fund and alternative investment subscription documents
• Maintain accurate client records and documentation within CRM and portfolio management systems
• Liaise with custodians, fund administrators, and internal team members to resolve account-related issues
• Support advisors with meeting preparation, follow-ups, and ongoing client service needs
• Ensure all client service activities adhere to regulatory and compliance standards
• Contribute to continuous improvement of client service processes as the firm grows

Client Services Associate, Wealth Advisory Services Qualifications:

• Bachelors degree required
• Minimum of 3 years of client service experience within a Registered Investment Advisory (RIA) or wealth advisory firm (required)
• Strong understanding of investment accounts, custodial platforms, and advisory operations
• Experience with account opening, transfers, and alternative investment documentation
• Exceptional attention to detail and organizational skills
• Strong written and verbal communication skills
• Professional, client-first mindset with a high level of discretion and integrity
• Proficiency with CRM systems, custodial platforms, and Microsoft Office (experience with industry-specific software a plus)

This position is based in Nashville, TN and can pay between $90,000-120,000 annually. This position offers full comprehensive benefits including health, dental, and vision. If you are interested and meet the qualifications, apply today! Rachel Holmes Principal, Recruiting LaSalle Network #LI-RH1