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Client Associate Jobs in Franklin, TN (NOW HIRING)

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Client Consultant supports Jackson's diversification by delivering high-touch service ...

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Client Consultant supports Jackson's diversification by delivering high-touch service ...

Relationship Associate

Franklin, TN ยท On-site

$38K - $48K/yr

Respond to all Client requests via phone or email in a timely manner * Answer incoming calls to the ... Associate's or Bachelor's Degree in Business Administration or related field of study from an ...

Brokerage Client Service Associate

Nashville, TN ยท On-site

$14 - $19.25/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 ...

Brokerage Client Service Associate

Nashville, TN ยท On-site

$14 - $19.25/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 ...

Showing results 41-60

Client Associate information

See Franklin, TN salary details

$18.3K

$50.3K

$74.6K

How much do client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client associate in Franklin, TN is $50,328.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $61,200.00 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?

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 Franklin, TN?

The most popular types of Client jobs in Franklin, TN are:

What are popular job titles related to Client Associate jobs in Franklin, TN?

For Client Associate jobs in Franklin, TN, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Franklin, TN look for?

The top searched job categories for Client Associate jobs in Franklin, TN are:

What cities near Franklin, TN are hiring for Client Associate jobs?

Cities near Franklin, TN with the most Client Associate job openings:

Infographic showing various Client Associate job openings in Franklin, TN as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $50,328 per year, or $24.2 per hour.

Client Success Associate (100% Remote)

Vori Health Inc

Nashville, TN โ€ข Remote

Full-time

This job post hasย expired today.ย Applications are no longer accepted.


Job description

Who We Are:

Vori Health is an award-winning, nationwide, virtual-first musculoskeletal medical practice delivering evidence-based, whole-person care. Our integrated care teams help patients find the right path forward—improving outcomes while reducing unnecessary costs. We partner with employers, health plans, and strategic organizations to solve one of healthcare’s most complex and costly challenges. Our mission is to empower humanity to lead healthier lives.

The Role:

The Client Success Associate is responsible for managing a portfolio of client accounts and delivering a consistent, high-quality experience throughout the client lifecycle. As part of Vori Health's Client Success team, this role helps clients achieve their goals, realize value from their partnership with Vori, and maintain long-term engagement.

The ideal candidate is highly organized, proactive, and an excellent communicator who thrives in a fast-paced environment. Success in this role requires strong attention to detail, the ability to manage multiple priorities simultaneously, and a commitment to providing exceptional client service.

Working closely with Sales, Marketing, Clinical, Operations, Product, and Implementation teams, the Client Success Associate serves as a trusted resource for clients while helping drive satisfaction, retention, and successful renewals.

What You’ll Do:

Manage Client Relationships

  • Manage day-to-day relationships for an assigned portfolio of clients as part of Vori Health's Client Success team

  • Build and maintain positive, professional relationships with client stakeholders

  • Develop an understanding of each client's goals, priorities, and measures of success

  • Maintain regular communication with clients through meetings, reporting, and ongoing outreach

  • Serve as a reliable resource for client questions, requests, and support needs

  • Deliver a consistent and responsive client experience across all interactions

Drive Client Success and Retention

  • Monitor client engagement, utilization, satisfaction, and overall account health

  • Proactively identify risks and work with Client Success leadership and internal teams to address concerns after they impact the client experience

  • Help clients understand and realize the value of their partnership with Vori Health

  • Prepare and deliver client performance reports, business updates, and presentations

  • Support client renewal activities by maintaining strong relationships, demonstrating value, and ensuring client needs are addressed

  • Escalate complex issues appropriately and help drive timely resolution

Deliver Operational Excellence

  • Manage client communications, action items, and follow-up activities with a high level of organization and attention to detail

  • Maintain accurate client records, meeting notes, and account documentation

  • Track and coordinate client requests to ensure timely responses and resolution

  • Leverage established processes and tools to effectively manage multiple client relationships and priorities

  • Support member engagement and client communication initiatives

Collaborate Across Teams

  • Partner with Sales, Marketing, Clinical, Operations, Product, and Implementation teams to support client needs

  • Share client feedback and insights to help improve products, services, and processes

  • Identify opportunities to improve Client Success workflows, tools, and operational efficiency

  • Contribute to special projects and cross-functional initiatives as needed

  • Partner closely with Client Success Managers and leadership to build expertise through coaching, shadowing client interactions, and participating in account reviews, renewals, and client strategy discussions

Who You Are:

Core Attributes You Bring

  • Exceptional organizational and time-management skills

  • Outstanding written and verbal communication skills

  • Strong attention to detail and commitment to follow-through

  • Ability to manage multiple priorities and client requests simultaneously

  • Customer-focused with a passion for delivering an excellent client experience

  • Proactive, resourceful, and solutions-oriented

  • Comfortable working within established processes while exercising good judgment

  • Collaborative team player who works effectively across functions

  • Adaptable and eager to learn in a fast-paced, evolving environment

Experience You Bring

  • 2+ years of experience in client success, customer success, account management, healthcare services, employee benefits, or a related field

  • Demonstrated ability to manage client relationships and deliver a high-quality customer experience

  • Strong communication and presentation skills with the ability to interact professionally with a variety of stakeholders

  • Experience managing multiple projects, deadlines, and competing priorities

  • Experience using CRM systems, reporting tools, and business applications

  • Ability to analyze information, identify trends, and communicate insights clearly

  • Healthcare, digital health, employee benefits, or SaaS experience preferred

Work authorization/security clearance requirements:

  • Authorized or able to provide required documents to work in United States or Canada. 

Physical Requirements/Work Environment:

  • Remote work environment. 

  • While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard. 

  • Specific vision abilities required by this job include close vision requirements due to computer work. 

  • Ability to travel occasionally (up to 20%) for client and company meetings

Company Benefits

At Vori Health, we believe in fostering a supportive and rewarding work environment for our team members. We offer a comprehensive benefits package designed to support your overall well-being, growth, and work-life balance:

  • Competitive Salary & Equity: We offer competitive pay based on experience and the value you bring to the team.
  • Equity Options: As part of our commitment to long-term success, we offer equity options, giving you the opportunity to share in the growth of the company.
  • Health & Wellness: Our health benefits include medical, dental, and vision coverage to keep you and your family healthy. We also offer wellness programs and mental health resources to help you thrive both personally and professionally.
  • Retirement Plans: We provide a 401(k) plan and Roth options to help you plan for the future and enjoy peace of mind.
  • Paid Time Off (PTO): Enjoy generous paid time off, including vacation days, holidays, and sick leave, to recharge and maintain a healthy work-life balance.
  • Fully Remote Work: Work from your home or private office location! We offer a flexible, fully remote work environment that allows you to manage your workspace in a way that best suits your lifestyle.
  • Professional Development: We encourage continuous learning and growth with access to training, workshops, and Professional Development stipend for further education.
  • Parental Leave: We offer paid parental leave to support team members through important life moments, whether you're welcoming a child or expanding your family.
  • Employee Assistance Program (EAP): Access confidential counseling and support for personal or work-related challenges to maintain your well-being along with additional employee assistance programs.
  • We’re committed to creating a workplace where you can grow, succeed, and achieve your best. Come join our team and enjoy the benefits of a company that values its team members we call Vorriors!

EEO Statement:

Vori Health is an Equal Opportunity Employer. We are committed to a work environment that supports, inspires and respects all individuals without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship or other protected characteristics.


Vori Health logo

About Vori Health

Sourced by ZipRecruiter

Vori Health is an award-winning, nationwide, virtual-first, musculoskeletal/orthopedic medical practice focused on evidence-based care that treats the whole person. Using a unique care model to help patients find the best path forward, Vori Health connects patients to a trained care team that includes a nonoperative physical medicine physician, a health coach navigator, and a physical therapist who manage the initial patient assessment and then work to coordinate all aspects of care. We are on a mission to empower humanity to lead a healthier life.

Industry

Health care and social assistance

Company size

51 - 200 Employees

Headquarters location

Nashville, TN, US

Year founded

2020

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