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:
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Serve as a primary contact for client service inquiries, delivering timely, professional, and solutions-oriented support
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Facilitate new account openings, ensuring accuracy and compliance with custodial and firm requirements
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Coordinate and process account transfers, rollovers, and related paperwork
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Prepare, review, and process private fund and alternative investment subscription documents
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Maintain accurate client records and documentation within CRM and portfolio management systems
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Liaise with custodians, fund administrators, and internal team members to resolve account-related issues
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Support advisors with meeting preparation, follow-ups, and ongoing client service needs
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Ensure all client service activities adhere to regulatory and compliance standards
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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)
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Strong understanding of investment accounts, custodial platforms, and advisory operations
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Experience with account opening, transfers, and alternative investment documentation
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Exceptional attention to detail and organizational skills
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Strong written and verbal communication skills
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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
LaSalle Network is an Equal Opportunity Employer m/f/d/v.
LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Engineering, Marketing, Technology, Supply Chain, Revenue Cycle, Call Center, Human Resources and Executive Search, LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries.