Waddell & Associates · 17 hours ago
Client Services Associate
Memphis, TN
Full-time
Onsite
New Grad, Entry LevelWaddell & Associates is a wealth strategy firm dedicated to helping clients simplify the complexity of managing generational and executive wealth. The Client Services Associate will be responsible for supporting the firm’s clientele by providing exceptional service, addressing client inquiries, and maintaining strong client relationships.
Asset ManagementConsultingFinancial Services
Responsibilities
Supporting the firm’s clientele by providing exceptional service
Addressing client inquiries
Maintaining strong client relationships
Managing client accounts
Assisting with financial transactions
Preparing reports
Fostering communication between clients and internal teams
Qualification
Required
Proficiency in Client Services, Customer Support, and delivering excellent Customer Service
Strong Communication skills to interact effectively with clients and team members
Familiarity with finance or a basic understanding of financial principles and services
Ability to build and maintain client relationships
Organizational skills and attention to detail
Proficiency with relevant software tools and CRM platforms
Bachelor's degree in a related field or equivalent experience
Preferred
Experience in financial services or client-based roles is a plus
Company
Waddell & Associates
Waddell & Associates provides asset management, financial planning, business consulting, and tax strategy planning services.
Founded in 1985
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Perry Green
CFO & Senior Wealth Strategist
Lanie Oberg
Executive Assistant to CEO
Recent News
Nashville Business Journal
2025-03-06
Company data provided by crunchbase