$70K - $90K/yr
About the Job Client Service Associate (a.k.a Service Advisor) We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a ...
Quick apply
$70K - $90K/yr
About the Job Client Service Associate (a.k.a Service Advisor) We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a ...
Murfreesboro, TN · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Murfreesboro, TN · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Nashville, TN · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Nashville, TN · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Clarksville, TN · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Clarksville, TN · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Dickson, TN · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Dickson, TN · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Lebanon, TN · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Lebanon, TN · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
$13.25 - $16.50/hr
Job Title Office Services Associate Summary JOB SUMMARY: This position embodies an exceptional customer service experience to the client/colleague/end user in a corporate environment for a global ...
$13.25 - $16.50/hr
Job Title Office Services Associate Summary JOB SUMMARY: This position embodies an exceptional customer service experience to the client/colleague/end user in a corporate environment for a global ...
Portland, TN · On-site
C. Assist in administration of compensation and benefit programs and other associate services (e.g., voluntary purchase discount programs, company uniforms, etc.) that support Company philosophy ...
Portland, TN · On-site
C. Assist in administration of compensation and benefit programs and other associate services (e.g., voluntary purchase discount programs, company uniforms, etc.) that support Company philosophy ...
Portland, TN · On-site
C. Assist in administration of compensation and benefit programs and other associate services (e.g., voluntary purchase discount programs, company uniforms, etc.) that support Company philosophy ...
Portland, TN · On-site
C. Assist in administration of compensation and benefit programs and other associate services (e.g., voluntary purchase discount programs, company uniforms, etc.) that support Company philosophy ...
The Senior Service Desk Associate position directly supports the Service Desk Manager and acts as a Subject Matter Expert (SME) within the Service Desk. This person will assist Advisors and fellow ...
The Senior Service Desk Associate position directly supports the Service Desk Manager and acts as a Subject Matter Expert (SME) within the Service Desk. This person will assist Advisors and fellow ...
Portland, TN · On-site
C. Assist in administration of compensation and benefit programs and other associate services (e.g., voluntary purchase discount programs, company uniforms, etc.) that support Company philosophy ...
Portland, TN · On-site
C. Assist in administration of compensation and benefit programs and other associate services (e.g., voluntary purchase discount programs, company uniforms, etc.) that support Company philosophy ...
Jackson, TN · On-site
The member services associate is responsible for ensuring that all users and guest of the facility receive the highest level of customer service using AIDET principles. The member services associate ...
Jackson, TN · On-site
The member services associate is responsible for ensuring that all users and guest of the facility receive the highest level of customer service using AIDET principles. The member services associate ...
Smyrna, TN · On-site
$19 - $21/hr
Description As a Project Services Associate you will be responsible for providing services in one of the following areas: Power Washing Window Cleaning Other specialized cleaning services Location:
Smyrna, TN · On-site
$19 - $21/hr
Description As a Project Services Associate you will be responsible for providing services in one of the following areas: Power Washing Window Cleaning Other specialized cleaning services Location:
Smyrna, TN · On-site
$18 - $21/hr
Description As a Project Services Associate you will be responsible for providing services in one of the following areas: Power Washing Window Cleaning Other specialized cleaning services Location:
Smyrna, TN · On-site
$18 - $21/hr
Description As a Project Services Associate you will be responsible for providing services in one of the following areas: Power Washing Window Cleaning Other specialized cleaning services Location:
$23 - $25/hr
Driver Services Associate The Driver Services Associate processes weekly Independent Contractor (IC) settlements and ensures accurate, timely, and compliant financial transactions related to drivers.
Quick apply
$23 - $25/hr
Driver Services Associate The Driver Services Associate processes weekly Independent Contractor (IC) settlements and ensures accurate, timely, and compliant financial transactions related to drivers.
Collierville, TN · On-site
$23 - $25/hr
Driver Services Associate The Driver Services Associate processes weekly Independent Contractor (IC) settlements and ensures accurate, timely, and compliant financial transactions related to drivers.
Collierville, TN · On-site
$23 - $25/hr
Driver Services Associate The Driver Services Associate processes weekly Independent Contractor (IC) settlements and ensures accurate, timely, and compliant financial transactions related to drivers.
Pigeon Forge, TN · On-site
$13.75 - $16.75/hr
As a Guest Services Associate you will be our customers first impression of our company so you must exceed their expectations. You will greet every guest and educate them by explaining our ...
Quick apply
Pigeon Forge, TN · On-site
$13.75 - $16.75/hr
As a Guest Services Associate you will be our customers first impression of our company so you must exceed their expectations. You will greet every guest and educate them by explaining our ...
$13.75 - $16.75/hr
As a Guest Services Associate you will be our customers first impression of our company so you must exceed their expectations. You will greet every guest and educate them by explaining our ...
$13.75 - $16.75/hr
As a Guest Services Associate you will be our customers first impression of our company so you must exceed their expectations. You will greet every guest and educate them by explaining our ...
Pigeon Forge, TN · On-site
$13.75 - $16.75/hr
As a Guest Services Associate you will be our customers first impression of our company so you must exceed their expectations. You will greet every guest and educate them by explaining our ...
Pigeon Forge, TN · On-site
$13.75 - $16.75/hr
As a Guest Services Associate you will be our customers first impression of our company so you must exceed their expectations. You will greet every guest and educate them by explaining our ...
Memphis, TN · On-site
$15.50 - $19.50/hr
The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the office and will provide a warm and welcoming office experience. This role ...
Memphis, TN · On-site
$15.50 - $19.50/hr
The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the office and will provide a warm and welcoming office experience. This role ...
| Aspect | Associate Services | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may require certifications in specific services | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Office settings, client sites, or remote; focus on service delivery and support | Call centers, retail, or office environments; direct interaction with customers |
| Employer & Industry Usage | Financial, healthcare, tech, and service industries | Retail, telecom, banking, and hospitality sectors |
| Common Search & Comparison | Associate Services | Customer Service Representative |
Associate Services roles typically focus on supporting clients and delivering specialized services within various industries, often requiring specific certifications. Customer Service Representatives primarily handle direct customer interactions, resolving inquiries and issues. While both roles involve customer support, Associate Services positions tend to be more specialized and may involve technical knowledge, whereas Customer Service Representatives focus on general customer communication and problem-solving.
$70K - $90K/yr
Full-time
Medical, Life, Retirement, PTO
Posted 20 days ago
About the Job
Client Service Associate (a.k.a Service Advisor)
We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model - investments, planning, tax, insurance, and estate planning all under one roof - serving clients who have trusted us with the most important financial decisions of their lives.
Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.
Benefits
Unlimited PTO with bonus targets
401(k) with 6% match and ROTH option
Competitive health insurance benefits
Life/AD&D Insurance: $50,000 after one year
Long-term disability
Professional development, training, and growth opportunities
Supportive, team-oriented work environment
Relocation stipend if needed
Primary Duties
Serve as a point of contact for an assigned book of client households
Pro-actively communicate with clients to maintain relationships and provide the highest level of service
Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates
Coordinate internally across planning, tax, and investment teams to deliver a seamless client experience
Maintain rigorous documentation and follow-through in Salesforce, the primary CRM
For those interested, tools and resources will be provided to support preparation for the CFP® examination (not required)
Qualifications
5+ years of client-facing experience in wealth management or financial planning (required)
FINRA licensing (required)
High ownership mentality - you follow through, communicate proactively, and clients notice
Comfortable operating in a structured, process-oriented environment
Proficiency with Salesforce or a comparable CRM (preferred)
About the Firm
We are committed to core values and delivering a high standard of service to clients.
Living Life on Purpose
Values Driven Planning
The Pursuit of Better
Sourced by ZipRecruiter
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006
