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Client Administration Associate Jobs in Clinton, TN

Sojourn Wealth Management

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Client Services Associate

Knoxville, TN · On-site

$50K - $60K/yr

The Client Service Associate is responsible for delivering exceptional client service, supporting ... account administration and service requests including new account establishment, account ...

Alera Group

Associate Account Manager

Knoxville, TN · On-site

$31 - $40.87/hr

OVERVIEW Associate Account Manager - Employee Benefits Hybrid | Local to Knoxville, Tennessee At ... systems or benefits administration platforms Core Competencies * Client-focused mindset

Alera Group

Associate Account Manager

Knoxville, TN · Hybrid

$31 - $40.87/hr

OVERVIEW Associate Account Manager - Employee Benefits Hybrid | Local to Knoxville, Tennessee At ... systems or benefits administration platforms Core Competencies * Client-focused mindset

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Client Administration Associate information

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How much do client administration associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for client administration associate in Clinton, TN is $20.60, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $22.98 per hour, depending on experience, location, and employer.

Client Services Associate

Knoxville, TN • On-site

Sojourn Wealth Management
See more jobs at Sojourn Wealth Managementexternal

$50K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

The Client Service Associate is responsible for delivering exceptional client service, supporting Advisors, and ensuring efficient office operations. This role serves as a key client contact, manages administrative and follow-up tasks, and helps Advisors maximize their time while keeping day-to-day firm operations organized and running smoothly.


Essential Duties and Responsibilities

  • Provide exceptional client service through regular client interaction, appointment scheduling, correspondence, incoming call management, and timely resolution of client needs and requests.
  • Support client meetings and Advisor workflows by preparing necessary paperwork and reports, coordinating appointments, and completing post-meeting documentation and follow-up.
  • Manage account administration and service requests including new account establishment, account maintenance, paperwork processing, eSignatures, and coordination with the Broker-Dealer, ensuring requests are accurately processed through completion.
  • Maintain accurate client records and compliance documentation within the CRM and firm systems, including check deposits, check blotters, and adherence to compliance and recordkeeping standards.
  • Support client communications and firm outreach by maintaining client mailing lists and assisting with birthday, holiday, and marketing communications.
  • Assist with firm reporting and administrative operations including monthly/quarterly reporting, office supply management, infrastructure requests, and maintaining a professional office environment.
  • Manage multiple priorities effectively while supporting Advisors and contributing to the firm’s overall business objectives.
  • Other responsibilities as assigned by Advisors.

Company Description

Sojourn Wealth Management is a financial advising and investment management firm dedicated to serving the best interest of its clients while providing a high level of service to them.