Client Service Strategist

Who we are:Waddell & Associates (W&A) is a boutique, family-founded wealth strategy firm with locations in Nashville and Memphis, serving clients across the country. Since 1986, we’ve built enduring relationships by delivering highly personalized, comprehensive financial guidance—centered not on products, but on the lives, goals, and legacies of the families we serve.We specialize in helping clients navigate the complexity of generational wealth, entrepreneurship, and executive leadership by simplifying their financial lives. Through thoughtful, integrated strategies across tax, estate, and investment planning, we bring clarity and structure to complexity—empowering clients with confidence, control, and long-term vision. As trusted partners, we serve as each client’s “Chief Strategy Officer,” guiding every aspect of their financial picture.What we offer:Competitive salary with bonus opportunitiesAccess to group health, dental, and vision401(k) planProfessional development and growth opportunities A collaborative, high-performing team environment that values excellence, attention to detail, and meaningful relationshipsRole Description:This is a full-time, on-site role located in Nashville, Tennessee for a Client Service Strategist at Waddell & Associates. In this role, you will support client-facing advisors in delivering a highly personalized, white-glove service experience.You will coordinate client communications, manage requests with precision and urgency, and ensure every interaction reflects the firm’s commitment to excellence. Responsibilities include account administration, preparation and organization of financial documents, and support of the financial planning process. You will play a critical role in maintaining the quality, consistency, and professionalism that define the W&A client experience.What we’re looking for:We’re seeking someone who brings a high level of professionalism, discretion, and attention to detail to everything they do. You take pride in anticipating needs, managing complexity with ease, and delivering a seamless experience for both clients and advisors.You are organized, proactive, and dependable—someone who follows through, communicates clearly, and maintains composure in a fast-paced environment. You understand that exceptional service is often defined by the details, and you approach your work with care, precision, and accountability.You are comfortable interacting with high-net-worth individuals and professionals, and you bring a polished, confident presence to each interaction. While you thrive in a collaborative team environment, you are equally capable of taking ownership and managing responsibilities independently.Above all, you are motivated by delivering an exceptional client experience—ensuring every client feels known, supported, and well cared for.Qualifications:Strong experience in client services, customer support, or a client-facing roleExcellent written and verbal communication skills with a professional, polished toneBasic knowledge of or interest in finance and financial planning conceptsExceptional organizational skills and attention to detailProficiency with Microsoft Office Suite (Word, Excel, Outlook); CRM experience a plusAbility to manage multiple priorities with accuracy and efficiencyExperience in financial services or wealth management preferredBachelor’s degree in Business, Finance, or a related field preferredWhat you will do:Client Service & CommunicationServe as a primary point of contact for client service requestsDeliver timely, thoughtful, and professional communication across all channelsCoordinate closely with advisors to ensure alignment and responsivenessEnsure every client interaction reflects a high-touch, personalized experienceAccount Administration & DocumentationAssist with account setup, transfers, and ongoing maintenance with accuracy and carePrepare and process client documentation in a timely and compliant mannerMaintain well-organized, up-to-date client recordsSupport financial planning processes through precise data gathering and organizationMeeting Preparation & Follow-UpPrepare detailed, client-ready materials for meetingsCoordinate scheduling and logistics with efficiency and professionalismDocument key takeaways and manage follow-up action itemsEnsure all client needs and next steps are executed seamlesslyClient Experience & Team SupportSupport client engagement efforts, events, and communicationsContribute to a consistent, elevated client experience across all touchpointsCollaborate with team members to refine processes and improve service deliveryUphold the firm’s standards of professionalism, discretion, and excellence