As our practice continues to grow, we are seeking a Registered Private Client Associate who wants to build a long-term career in wealth management and grow alongside our team. The Role This position ...
As our practice continues to grow, we are seeking a Registered Private Client Associate who wants to build a long-term career in wealth management and grow alongside our team. The Role This position ...
As our practice continues to grow, we are seeking a Registered Private Client Associate who wants to build a long-term career in wealth management and grow alongside our team. The Role This position ...
As our practice continues to grow, we are seeking a Registered Private Client Associate who wants to build a long-term career in wealth management and grow alongside our team. The Role This position ...
$60K - $100K/yr
As a Registered Private Client Associate you will play an integral role in the success of the Velnoskey Wealth Advisors team. You will assist in administering, marketing and growing client ...
$60K - $100K/yr
As a Registered Private Client Associate you will play an integral role in the success of the Velnoskey Wealth Advisors team. You will assist in administering, marketing and growing client ...
$60K - $100K/yr
As a Registered Private Client Associate you will play an integral role in the success of the Velnoskey Wealth Advisors team. You will assist in administering, marketing and growing client ...
$60K - $100K/yr
As a Registered Private Client Associate you will play an integral role in the success of the Velnoskey Wealth Advisors team. You will assist in administering, marketing and growing client ...
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
As a Client Associate, you'll serve as the primary client contact for account maintenance, transactions, inquiries, and will support Financial Advisors by preparing for meetings and coordinating ...
As a Client Associate, you'll serve as the primary client contact for account maintenance, transactions, inquiries, and will support Financial Advisors by preparing for meetings and coordinating ...
Private Wealth Client Associate
Knoxville, TN · On-site
$13.75 - $19/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Private Wealth Client Associate
Knoxville, TN · On-site
$13.75 - $19/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Private Wealth Client Associate
Knoxville, TN · On-site
$13.75 - $19/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Private Wealth Client Associate
Knoxville, TN · On-site
$13.75 - $19/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
As a Client Associate, you'll serve as the primary client contact for account maintenance, transactions, inquiries, and will support Financial Advisors by preparing for meetings and coordinating ...
As a Client Associate, you'll serve as the primary client contact for account maintenance, transactions, inquiries, and will support Financial Advisors by preparing for meetings and coordinating ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
Centralized Brokerage Registered Client Service Associate - several location options
Brentwood, TN · On-site
$13.75 - $19/hr
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
Centralized Brokerage Registered Client Service Associate - several location options
Brentwood, TN · On-site
$13.75 - $19/hr
Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from ...
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
Client Associate information
See Tennessee salary details
$16.8K - $21.5K
3% of jobs
$21.5K - $26.2K
1% of jobs
$26.2K - $30.9K
9% of jobs
$30.9K - $35.6K
6% of jobs
$37.2K is the 25th percentile. Wages below this are outliers.
$35.6K - $40.3K
16% of jobs
$40.3K - $45K
11% of jobs
The median wage is $46.7K / yr.
$45K - $49.7K
11% of jobs
$49.7K - $54.4K
14% of jobs
$55.7K is the 75th percentile. Wages above this are outliers.
$54.4K - $59.1K
15% of jobs
$59.1K - $63.8K
11% of jobs
$63.8K - $68.5K
3% of jobs
$16.8K
$46.3K
$68.5K
How much do client associate jobs pay per year?
As of Sep 2, 2026, the average yearly pay for client associate in Tennessee is $46,256.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,300.00 and $56,300.00 per year, depending on experience, location, and employer.
What is a client associate?
Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.
What are the key skills and qualifications needed to thrive as a client associate?
To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.
How does a client associate typically collaborate with other teams within a financial services firm?
Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
What are the most commonly searched types of Client jobs in Tennessee?
The most popular types of Client jobs in Tennessee are:
What are popular job titles related to Client Associate jobs in Tennessee?
For Client Associate jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Tennessee look for?
The top searched job categories for Client Associate jobs in Tennessee are:
What cities in Tennessee are hiring for Client Associate jobs?
Cities in Tennessee with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in TN?
For Client Associate jobs in TN, the most frequently searched job titles are:
Full-time
PTO
Re-posted 12 days ago
Job description
About Us
Harbor Wealth Planning is a multigenerational private wealth management team within Janney Montgomery Scott LLC, entrusted with guiding more than $750 million in client assets. Recognized by Forbes as a Best-in-State Wealth Management Team, we advise multigenerational families, business owners, executives, and nonprofit organizations with complex financial needs spanning investments, estate and trust planning, philanthropy, and business transitions.
We operate with a collaborative team culture and a long-term ownership mindset. Janney Montgomery Scott LLC is an award-winning, full-service financial services firm that has earned Great Place to Work® certification, recognizing its commitment to an inclusive culture and outstanding employee experience.
As our practice continues to grow, we are seeking a Registered Private Client Associate who wants to build a long-term career in wealth management and grow alongside our team.
The Role
This position combines high-touch client service and operational execution with meaningful exposure to financial planning, portfolio strategy, wealth transfer, and the management of complex client relationships.
You will play an important role in delivering an exceptional client experience while contributing to the continued growth and success of our practice. Responsibilities include:
- Supporting Financial Advisors in managing and developing relationships with multigenerational families, business owners, executives, and nonprofit organizations
- Preparing financial planning analyses, client meeting materials, account documentation, and follow-up items
- Coordinating the onboarding and ongoing service of new and existing client relationships
- Assisting with the implementation of portfolio strategies and wealth planning initiatives
- Taking ownership of client service requests and ensuring timely, accurate follow-through
- Managing client communications, scheduling, and proactive follow-up
- Utilizing firm technology to improve workflows, organization, and responsiveness
- Providing professional and thoughtful telephone and written communication
- Collaborating closely with advisors and team members to maintain a high standard of client service and operational excellence
What We’re Looking For
We are looking for someone who combines strong client-service instincts with attention to detail, intellectual curiosity, and a desire to develop deeper wealth management expertise.
Ideal candidates will have:
- Series 7 and Series 66, or Series 7 with Series 63/65, and at least one year of financial services industry experience
- Strong ethical standards and a client-first mindset
- Exceptional client service and relationship-building skills
- Clear and effective verbal and written communication abilities
- Strong organizational skills and attention to detail
- A proactive approach and the ability to manage competing priorities in a fast-paced, deadline-oriented environment
- An interest in advanced financial planning, investments, wealth transfer, estate and trust planning, and family governance
- A collaborative spirit and desire to contribute to a high-performing team
- A genuine interest in building a long-term career in wealth management
- Residence within commuting distance of Mystic, Connecticut, or willingness to relocate
Growth & Opportunity
We view this as a career-development role, not simply a support position. We invest heavily in our people and want the person who joins us to have the opportunity to expand their knowledge, responsibilities, and career over time.
You will receive:
- Full sponsorship for additional licensing and professional designations, including CFP® and AWMA® programs
- Direct mentorship and professional development from multiple experienced Financial Advisors
- Hands-on exposure to sophisticated financial planning, investment management, estate and trust strategies, and complex client relationships
- Opportunities to assume increasing responsibility in financial planning and client relationship management as your experience develops
- Long-term career development opportunities, with the potential for future participation in the growth and ownership of our practice
- Competitive base salary, annual bonus potential, and a comprehensive Janney benefits package
Janney's benefits include Paid Parental Leave, generous Paid Time Off, an Employee Ownership program, and a Professional Development Assistance Plan designed to support continued professional growth.
How to Apply
Please submit your résumé and a brief cover letter describing your interest in joining Harbor Wealth Planning and how your experience and career goals align with this opportunity to:
sgreenfield@janney.com