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Wealth Advisory - Client Services Associate

Job in Nashville, Davidson County, Tennessee, 37247, USA
Listing for: LaSalle Network
Full Time position
Listed on 2026-02-08
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below
A growing investment advisory firm based in Nashville is seeking a Client Services Associate to enhance the client experience. The role involves supporting advisors by managing client inquiries, account openings, and transfers, along with ensuring compliance with regulatory standards. Ideal candidates should have at least three years of experience in client services within the advisory field, along with a strong understanding of investment accounts.

A competitive salary range of $90,000-$120,000 is offered along with comprehensive benefits.
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Position Requirements
10+ Years work experience
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