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Client Associate Jobs in Tennessee (NOW HIRING)

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 Client Service Associate to join our team. We're a growing fee-only firm committed to meaningful ...

The Trust Company (TN)

Client Service Associate

Knoxville, TN · On-site

$13.75 - $19/hr

Core Purpose The Client Service Associate provides support to a team of Relationship Managers and Client Specialists who manage a portfolio of client relationships. This position also serves as a ...

Jackson Hewitt

Client Service Associate

Cleveland, TN · On-site

$12 - $16.50/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

Jackson Hewitt

Client Service Associate

Dayton, TN · On-site

$12.50 - $17.50/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

Jackson Hewitt

Client Service Associate

Ooltewah, TN · On-site

$11.75 - $16.25/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

Jackson Hewitt

Client Service Associate

Chattanooga, TN · On-site

$13.25 - $18.25/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

Jackson Hewitt

Client Service Associate

Dickson, TN · On-site

$12 - $14/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

NovaTech

Client Onboarding Associate

Memphis, TN · On-site

Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing ...

RIA Recruiting

Client Service Associate

Nashville, TN

$65K - $80K/yr

Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate to join our team. We're a growing fee-only firm committed to meaningful client relationships and ...

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

$65K - $80K/yr

Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate to join our team. We're a growing fee-only firm committed to meaningful client relationships and ...

SPS-North America

Client Service Associate

Nashville, TN · On-site

$14 - $19.25/hr

Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.

Capital Health

Capital Health is the region's leader in providing progressive, quality patient care with significant investments in our exceptional physicians, nurses and staff, as well as advanced technology.

EPITEC

Client Support - Associate

Cookeville, TN · On-site

$29/hr

Client Support Associate (IT Support) Onsite - Cookeville, TN $29/hour Contract-to-Hire Opportunity-W2 We're hiring a hands-on IT Support professional to support enterprise users across corporate ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Tennessee

Client Associate information

See Tennessee salary details

$16.8K

$46.3K

$68.5K

How much do client associate jobs pay per year?

As of Jun 29, 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 does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer 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:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Tennessee as of June 2026, with employment types broken down into 100% Full Time. Highlights an 73% In-person, and 27% Hybrid job distribution, with an average salary of $46,256 per year, or $22.2 per hour.
Client Service Associate

Client Service Associate

The Trust Company of Tennessee

Knoxville, TN • On-site

$12 - $16.50/hr

Full-time

Posted 4 days ago

Key responsibilities

  • Assists Client Service Team by managing and organizing calendars, including scheduling client meetings.

  • Prepares reports, correspondence, and documents for client, prospect, and COI meetings.

  • Processes and ensures accuracy of documentation for new and existing account relationships, including entering client relationship and financial information.

Job description

Salary:

Why We Exist

At the Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.


Our Culture

At The Trust Company of Tennessee, we are passionate about fostering a culture where all people feel valued, supported, and inspired to make a difference. We are committed to doing the right things in the right ways for our clients. We uphold the highest standards of integrity, respect, and confidentiality. We believe in the power of positive relationships built on trust and empathy. We proudly serve our clients and community with purpose and heart.

Core Purpose

The Client Service Associate provides support to a team of Relationship Managers and Client Specialists who manage a portfolio of client relationships. This position also serves as a liaison between the Client Service Team and the Operations team.


Responsibilities

  • Shows a commitment to The Trust Companys Mission, Core Values, and Client Promise.
  • Assists Client Service Team by managing and organizing calendars including scheduling client meetings on behalf of the Client Service Team.
  • Prepares reports, correspondence, and documents for client, prospect, and COI meetings.
  • Actively participates in meetings with supported officers providing updates on recent client servicing requests, resolution of documentation exceptions, breaks in service causing client impact, tracking of upcoming tasks/relationship reviews/financial information requests for ongoing portfolio servicing.
  • Anticipates Client Service Team or client needs and proactively undertakes administrative tasks to meet those needs to provide a high-level of customer service.
  • Processes and ensures accuracy of documentation for new and existing account relationships, including but not limited to entering client relationship information and financial information, and completion of relationship summary.
  • Tracks and maintains annual meeting goals for assigned Client Service Team.
  • Serves as a secondary point of contact for clients when client service team members are out of the office.
  • Maintains and builds trusted relationships with clients of assigned Client Service Team.
  • Proactively manages team members to ensure follow-up letters and other tasks are being completed timely.
  • Requests trades based on instructions from Client Service Team including buys, sells, and rebalances.
  • Sets up new accounts and contacts, reviews accounts for accuracy, and resolves any issues within the trust management system and Salentica CRM system.
  • Creates distributions from accounts, may pay bills for clients, and keep record of bills paid.
  • Provides friendly, professional, and personal service to clients when responding to requests via telephone, mail, or email.
  • Provides reporting essential to measuring the productivity of the Client Service Team.
  • Participates in ongoing learning and development to enhance support of TTCs business.
  • Proactively resolves client issues and concerns.
  • Trains future client service support staff.
  • Other duties as assigned.

Qualifications

  • Associates degree in business, preferred
  • Basic investment and credit knowledge
  • Experience in general office work, accounting, and administrative duties
  • Strong interpersonal skills
  • Strong customer service skills
  • Ability to organize and prioritize own work to meet deadlines
  • Ability to support a team with routine administrative tasks