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Client Associate Jobs in Jackson, MS (NOW HIRING)

Focus Partners Wealth

Tax Associate

Jackson, MS · On-site

$51K - $68K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

Office Depot

Retail Part Time Store Associate

Pearl, MS · On-site

$12.75 - $14.50/hr

Client focused, positive and engaging, action oriented, demonstrates a passion for the brand ... associates assigned to this classification and are not intended to be a complete list of all ...

Office Depot

Retail Part Time Store Associate

Pearl, MS · On-site

$8.65/hr

Client focused, positive and engaging, action oriented, demonstrates a passion for the brand ... associates assigned to this classification and are not intended to be a complete list of all ...

Office Depot

Retail Part Time Store Associate

Pearl, MS · On-site

$12.75 - $14.50/hr

Client focused, positive and engaging, action oriented, demonstrates a passion for the brand ... associates assigned to this classification and are not intended to be a complete list of all ...

Sephora

Operations Associate - Part Time

Ridgeland, MS · On-site

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

GEORGICA PINE CLOTHIERS LLC

Sales Associate

Jackson, MS · On-site

$13.25 - $18/hr

As brand ambassadors, Sales Associates are the experts in taking care of clients, selling, and ... client service to create a customer centric, friendly retail environment that fosters loyalty ...

InsCipher

Tax Associate

Jackson, MS · On-site

$21 - $26/hr

... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

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All JobsClient Associate JobsClient Associate Jobs in Jackson, MS

Client Associate information

See Jackson, MS salary details

$16.1K

$44.4K

$65.8K

How much do client associate jobs pay per year?

As of Jul 21, 2026, the average yearly pay for client associate in Jackson, MS is $44,412.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,900.00 and $54,000.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

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 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 Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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 Jackson, MS? The most popular types of Client jobs in Jackson, MS are:
What job categories do people searching Client Associate jobs in Jackson, MS look for? The top searched job categories for Client Associate jobs in Jackson, MS are:
What cities near Jackson, MS are hiring for Client Associate jobs? Cities near Jackson, MS with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Jackson, MS as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $44,412 per year, or $21.4 per hour.
Associate Wealth Advisor

Associate Wealth Advisor

Waverly Advisors, LLC

Jackson, MS

Other

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.

In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.

We are looking to add an Associate Wealth Advisor to the team in our Jackson, MS office. The Associate Wealth Advisor is an essential part of the overall client experience. As an Associate Wealth Advisor, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future. This role regularly assists in the development and delivery of financial planning services through a comprehensive financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.

Associate Wealth Advisor Responsibilities:

  • Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.
  • Develop personalized financial plans and budgets based on clients' needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals.
  • Evaluate clients' financial documents including their income, expenses, and liabilities to complete planning work with an advisor's direction. This includes gathering, building and summarizing financial planning deliverables using financial planning software.
  • Collaborate with clients to implement financial plans and monitor their progress over time, making necessary adjustments as needed.
  • Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.
  • Build and maintain strong client relationships through regular communication and proactive support.
  • Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions.
  • Collaborate with other team members to deliver holistic financial planning solutions to clients.

Travel:

  • Occasional travel to meet with clients may occur.

Required Qualifications and Skills:

  • Bachelor's degree in Finance, Financial Planning, Business, or a related field.
  • Three to five years' experience performing financial planning in the financial services industry, preferably in an RIA or broker/dealer.
  • Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro. EMoney experience strongly preferred.
  • CFP Certification, strongly preferred.
  • Experience with Salesforce, Orion, and Schwab is strongly preferred.
  • Proficiency in Microsoft Office Suite, with a special emphasis in Excel.
  • Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • High level of professionalism and integrity.
  • Outstanding attention to detail, organizational skills, and problem-solving abilities.
  • Ability to analyze large amounts of financial data and comply with regulations.
  • Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.
  • Empathy and a strong desire to serve external clients and internal team members.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization's facilities.

Benefits:

  • Comprehensive Health, Dental, and Vision coverage to support your overall wellbeing. 
  • 401(k) retirement plan with match and profit sharing to help you invest in your future. 
  • Twelve paid holidays each year. 
  • An extra vacation day during your birthday week-so you cancelebrateyou! 
  • Responsible Time Off Policygivingflexibility without annual PTO limits, while balancing team responsibilities and business needs. 
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service. 
  • Compensationcommensuratewith experience. 

Legal:

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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