ZipRecruiter

Log In

1

Client Associate Jobs in Hixson, TN (NOW HIRING)

We Build We Fix

Sales Associate

Chattanooga, TN · On-site

$40K - $150K/yr

We are seeking a motivated and professional Sales Associate to join our team in either Chattanooga ... Prospect and develop new client relationships across target market segments. * Conduct outreach via ...

previous pagenext page

Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Hixson, TN

Client Associate information

See Hixson, TN salary details

$15.2K

$41.9K

$62.1K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Hixson, TN is $41,944.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,900.00 and $51,000.00 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 cities near Hixson, TN are hiring for Client Associate jobs? Cities near Hixson, TN with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Hixson, TN as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $41,944 per year, or $20.2 per hour.

Brokerage Client Service Representative

SunTrust Investment Services, Inc.

Cleveland, TN • On-site

Other

Posted 4 days ago

Job description

Financial Advisor Support

This is an in-office position - 15-19 hours per week. Responsible for the general servicing and support of the Financial Advisors. 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.

Essential Duties and Responsibilities:

  • Assist Financial Advisors in servicing clients including preparing financial plans and conducting investment research.
  • Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marketing events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
  • Manage the Financial Advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
  • Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
  • Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
  • Ensure new business paperwork is accurately and successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
  • Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.
  • Maintain a professional environment and create a positive impression.
  • Submit and process certain operational requests as instructed by the financial advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
  • Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
  • May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.

Qualifications:

Required Qualifications:

  • Bachelor's degree or equivalent experience and related training.
  • Knowledge of securities markets and brokerage accounts.
  • Knowledge of the features and attributes of annuity products.
  • Exceptional telephone skills and the ability to appropriately/professionally interact with clients of all experience levels regarding securities transactions and brokerage accounts.
  • Effective time management skills.
  • Ability to communicate effectively with clients, managers and other associates.
  • Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
  • Ability to work in a self-directed fashion.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

  • One to three years of experience in the securities industry.
  • Previous sales experience.
  • Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.
  • Banking or Investment securities experience.
  • Previous experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.
  • Financial Industry Regulatory Authority (FINRA) Series 7, 66, and 24 licenses or actively pursuing these licenses.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

Apply