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Client Associate Jobs in Gallatin, TN (NOW HIRING)

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 ...

Novatech Inc.

Client Onboarding Associate

Nashville, TN · On-site

As we grow nationwide, we have a great opportunity for a CLIENT ONBOARDING ASSOCIATE supporting clients in Nashville, TN. This is a warehouse role, with delivery, travel, and interaction with local ...

Novatech.net

Client Onboarding Associate

Nashville, TN · On-site

As we grow nationwide, we have a great opportunity for a CLIENT ONBOARDING ASSOCIATE supporting clients in Nashville, TN. This is a warehouse role, with delivery, travel, and interaction with local ...

BluWave, LP

Client Solutions Associate

Brentwood, TN · On-site

$13.75 - $19/hr

We're looking for proactive, sharp, and self-motivated individuals for our Client Solutions Associate position who can work efficiently either by themselves or while collaborating with their team ...

BluWave

Client Solutions Associate

Brentwood, TN · On-site

$13.75 - $19/hr

We're looking for proactive, sharp, and self-motivated individuals for our Client Solutions Associate position who can work efficiently either by themselves or while collaborating with their team ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Gallatin, TN

Client Associate information

See Gallatin, TN salary details

$17.4K

$47.9K

$71K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Gallatin, TN is $47,900.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $58,300.00 per year, depending on experience, location, and employer.

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 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.

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 Gallatin, TN? The most popular types of Client jobs in Gallatin, TN are:
What job categories do people searching Client Associate jobs in Gallatin, TN look for? The top searched job categories for Client Associate jobs in Gallatin, TN are:
What cities near Gallatin, TN are hiring for Client Associate jobs? Cities near Gallatin, TN with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Gallatin, TN as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $47,900 per year, or $23 per hour.

Client Service Associate

Leading Financial Advisory Firm

Nashville, TN • On-site

$65K - $80K/yr

Other

Retirement

Re-posted 14 days ago

Job description

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 investing in our people. Work-life balance, teamwork, and enabling everyone's success are our core priorities. In this client service role, you'll be essential to delivering outstanding experiences. You'll work alongside a team that values both professional excellence and treating people well.
Compensation:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • 401(k) with employer match
  • Room for development into an operations role
Responsibilities include:
  • Respond to client requests with timeliness and accuracy
  • Process account opening applications, transfer paperwork, money movements and/or other various interactions with custodian(s).
  • Document notes, activities, workflows and reports in our CRM
  • Manage and execute client deliverables after the advisors' meetings and communicate with clients to follow up
  • Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
  • Assist with some compliance tasks under the direction of our Chief Compliance Officer
  • Solve issues as they arise with the goal of providing excellent client service
Requirements:
  • 1 year of financial services experience
  • Adept and skilled with technology - we are a tech-forward firm. Mac experience is a plus
  • Series 65 or the ability to obtain in the first 6 months
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well with clients and colleagues and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

Our firm's core values are: Integrity, Fiduciary, Intelligence, Dependable, Exceptional Service, and Respect.
The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

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