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Client Associate Jobs in Tennessee (NOW HIRING)

Mariner

Senior Client Service Associate

Nashville, TN · On-site

$60K - $90K/yr

The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and leadership. As one of the first associates a client ...

RIA Recruiting

Client Service Associate

Nashville, TN

$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 ...

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Jackson Hewitt

Client Service Associate

Cleveland, TN

$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

Ooltewah, TN

$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

$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

Dayton, TN

$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

Dickson, TN

$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

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 · 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 ...

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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 May 31, 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 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.

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 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.

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 May 2026, with employment types broken down into 81% Full Time, 15% Part Time, and 4% Contract. Highlights an 96% In-person, and 4% Hybrid job distribution, with an average salary of $46,256 per year, or $22.2 per hour.

Senior Client Service Associate

Mariner

Nashville, TN

Other

Posted 19 days ago

Job description

The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive experience that exceeds expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, being a leader amongst peers, have a strong attention to detail and want to be an important part of a growing team then this opportunity is for you. The successful associate will be professional, caring and genuinely demonstrate the highest level of client service.
Responsibilities

  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate and direct client activities with other team members, and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Participates in client meetings and supports action items post meeting
  • Understand the client's overall business needs and help identify value-added services that Mariner can provide
  • Work in a matrixed environment and support a diversity of complex clients and relationships
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Leading and training new client service associates as appropriate
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned
Qualifications
  • High school diploma required; bachelor's degree preferred
  • 5+ years of client service experience or related business experience in the financial services industry
  • Wealth management experience preferred
Skills and Knowledge
  • Demonstrates ability and success with problem solving; able to resolve issues without direct supervision
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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