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Associate Client Advisor Jobs in Tennessee (NOW HIRING)

W3Global Inc.

Associate Financial Advisor

Chattanooga, TN · On-site

$60K - $120K/yr

This opportunity is ideal for a professional who values deep client relationships, comprehensive ... What Makes Us Different Our advisors are supported by a true team structure designed to help them ...

Gallagher

Client Associate

Brentwood, TN · On-site

Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce ... Overview As the Client Associate you will develop industry knowledge and skills to support account ...

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

$65K - $80K/yr

Client Service Associate Decker Wealth Management in Nashville, TN is seeking a full-time in-office ... execute client deliverables after the advisors' meetings and communicate with clients to ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Tennessee

Associate Client Advisor information

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How much do associate client advisor jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate client advisor in Tennessee is $23.54, according to ZipRecruiter salary data. Most workers in this role earn between $16.78 and $27.07 per hour, depending on experience, location, and employer.

What is an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that involves supporting senior advisors, managing client relationships, and developing sales skills. It can provide valuable experience and opportunities for advancement into more senior roles or specialized areas within finance. Success often depends on interpersonal skills, industry knowledge, and professional development efforts.

What are the most commonly searched types of Client Advisor jobs in Tennessee?

The most popular types of Client Advisor jobs in Tennessee are:

What cities in Tennessee are hiring for Associate Client Advisor jobs?

Cities in Tennessee with the most Associate Client Advisor job openings:

Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $48,958 per year, or $23.5 per hour.

Aviation Insurance Client Service Advisor

CS&A Insurance

Franklin, TN

$55K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Job description

Position Overview

We are seeking a detail-oriented and client-focused Aviation Client Service Advisor to join our team. The Client Service Advisor is responsible for servicing and supporting client accounts, managing renewals, maintaining strong insurance company relationships, and ensuring a high level of customer satisfaction.

This role is ideal for an experienced customer service, insurance or aviation professional who thrives in a service-driven environment and is committed to delivering accurate, timely, and proactive client support.

Key Responsibilities

Client Account Servicing

  •          Serve as the point of contact for assigned client accounts
  •          Manage day-to-day servicing needs including policy changes, endorsements, certificates, and audits
  • Respond promptly and professionally to client inquiries and service requests
  • Conduct policy reviews to ensure appropriate coverage and alignment with client needs

Renewals & Retention

  •          Help manage the renewal process from start to finish, including data collection, submissions, quote review, and renewal presentations
  •          Coordinate with producers and insurance companies to obtain competitive renewal coverage options
  • Support agency retention efforts by providing consistent, high-quality service

Carrier & Underwriting Coordination

  •          Work closely with insurance company underwriters to obtain quotes and negotiate pricing and coverage terms
  •          Prepare and submit accurate applications with supporting documentation
  • Monitor underwriting guidelines and requirements to ensure compliance 

Compliance & Administrative Duties

  •          Maintain accurate and up-to-date client records in Applied EPIC
  •          Ensure policies, endorsements and documentation comply with state regulations and agency procedures
  • Assist with customer claims
  • Maintain required licenses and complete continuing education as required
  • Invoicing and payment follow up

Collaboration & Support

  •          Work collaboratively with producers, account managers, and leadership
  •          Assist with onboarding new accounts
  • Identify opportunities for process improvement and operational efficiency

Qualifications

Experience

  •          Minimum of 3 years of customer service experience, insurance or aviation experience is a plus.
  • Ability to manage multiple accounts and deadlines with accuracy and attention to detail

Education

  •          Associates or Bachelors degree preferred with an emphasis on Business Administration, Finance, Risk Management & Insurance, Marketing, Accounting or a related field
  •          Equivalent insurance industry experience may be considered in lieu of a degree

 Skills & Competencies

  •          Strong written and verbal communication skills
  •          High level of organization and attention to detail
  •          Ability to work on your own or as a part of a team
  • Client-focused mindset with strong problem-solving abilities
  • Ability to explain insurance concepts clearly and professionally
  • Proficiency with Microsoft Office and insurance agency systems

 Compensation & Benefits

  •          Starting salary of $55,000 and higher, based on experience and qualifications
  •          Performance-based increases and career advancement opportunities
  • Paid time off and paid holidays
  • Health, dental, vision, and retirement benefits (as applicable)
  • Continuing education and professional development support

 Why Join Us?

  •          Competitive compensation with long-term growth potential
  •          Supportive, team-oriented work environment
  • Opportunity to work with established carriers and a diverse client base
  • Emphasis on service excellence and client retention
  • Stability and career growth within a respected insurance organization


Employment Type: FULL_TIME

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