Thompson Wealth Management, LLC · 1 day ago
Client Services Associa
Memphis, TN
Full-time
Onsite
Senior Level
5+ years expThompson Wealth Management, LLC is a boutique, independent wealth management practice based in Memphis, TN, focused on providing personalized financial planning and advisory services. They are seeking a Client Services Associate to ensure smooth daily operations and enhance the client experience by managing communications, meeting preparations, and onboarding processes.
Financial Services
Responsibilities
Serve as a primary point of contact for clients, handling routine inquiries with professionalism and discretion
Prepare for client meetings, including assembling reports, documentation, and follow-up items
Manage client onboarding processes, paperwork, and account setup through custodial and CRM systems
Maintain accurate client records, notes, and task tracking within the CRM
Schedule client appointments and manage calendar coordination
Handle incoming calls and route requests appropriately
Complete post-meeting follow-ups and service requests
Support compliance-related documentation and administrative processes
Manage office operations such as supplies, technology coordination, and vendor servicing
Identify opportunities to improve workflows, efficiency, and the overall client experience
Qualification
Required
5+ years of experience in an administrative, client service, or operations role
Strong organizational skills with high attention to detail
Confident written and verbal communication skills
Ability to work independently and manage multiple priorities
Positive attitude with a willingness to learn, adapt, and grow in the role
High level of discretion and professionalism when working with confidential information
Employment contingent upon successfully passing background checks, fingerprinting, and a drug screening
Preferred
Bachelor's degree (any field)
Prior experience in financial services, wealth management, or a professional services environment
Proficiency with CRM systems, Microsoft Office, and scheduling tools
Familiarity with compliance-driven or regulated environments
Previous experience supporting financial advisors, executives, or client-facing professionals
Company
Thompson Wealth Management, LLC
Our mission is to help our clients be comfortable and confident in their financial lives.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase