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Client Associate Jobs in Lebanon, TN (NOW HIRING)

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

Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer ...

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 ...

Be Seen First

Currently, we are hiring for a Client Representative. Paid training is included. Is "Just Do It" a mantra of yours? Aside from being a world-famous slogan, do you find yourself "making" things happen ...

Be Seen First

Currently, we are hiring for a Client Representative. Paid training is included. Is "Just Do It" a mantra of yours? Aside from being a world-famous slogan, do you find yourself "making" things happen ...

Showing results 41-60

Client Associate information

See Lebanon, TN salary details

$17.9K

$49.2K

$72.9K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Lebanon, TN is $49,207.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,600.00 and $59,900.00 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 Lebanon, TN? The most popular types of Client jobs in Lebanon, TN are:
What job categories do people searching Client Associate jobs in Lebanon, TN look for? The top searched job categories for Client Associate jobs in Lebanon, TN are:
What cities near Lebanon, TN are hiring for Client Associate jobs? Cities near Lebanon, TN with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Lebanon, TN as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, 6% Contract, and 1% Nights. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $49,207 per year, or $23.7 per hour.

$83K - $150K/yr

Full-time

Posted 22 days ago


Job description

Position
Client Executive
Reports To:
Associate Director โ€“ Business Sales
Director โ€“ Outside Sales
Position Summary
Our Outside Sales team has grown significantly, and to continue serving our business clients, we are looking for an innovative, high-performing Client Executive.
The Client Executive generates revenue through consultative selling and account management for new and existing Verizon business accounts. This role is responsible for driving new business, executing sales strategy, and delivering profitable gross profit growth. It also requires consistent productivity, new customer acquisition, and sustained revenue growth within an assigned territory.
Customers rely on solutions that improve efficiency and security so they can achieve their goals. You will identify their most important challenges and recommend the right mix of security, unified communications, and network solutions. With the full portfolio of Team Wireless and Verizon Business services, you will build tailored solutions that meet critical client needs.
You will use your energy and expertise to develop and deliver solutions that not only meet client expectations, but exceed them.
What we're looking for...
You see the big picture and focus on making the greatest possible impact. You communicate confidently with a wide range of audiences and translate technology benefits into clear, business-focused language. You are driven to succeed, help others perform at their best, and understand that your success is tied to your clientsโ€™ success.
Core Responsibilities
  • Revenue amp; Growth Leadership
  • Drive new business sales growth across assigned markets
  • Develop and execute scalable outside sales strategies
  • Collaborate with the strategy team, developing and executing business plans, driving executive-level contact planning and ensuring effective team communication
  • Streamline processes and effectively leading sales activities and forecasting.
  • Being the specialist on our offerings and knowing what the competition is doing.
  • Ensure customer satisfaction at all levels.
Achieve TEAM Wireless targets for:
  • Gross Profit (GP)
  • Net Adds
  • Business Account Growth
  • Account Retention
  • Device amp; Service Attach Rates
  • Forecast and manage sales pipeline performance
  • Sales Activity and module research
  • Lead and develop self through personal accountability
  • Achieve and Exceed performance expectations and accountability standards
  • Prepare and attend weekly / monthly funnel pipeline and performance reviews
  • Embrace a culture of accountability, ownership, and execution
  • Market Expansion amp; Business Development
  • Identify and execute new market expansion opportunities
  • Develop relationships with local business communities
  • Drive strategic partnerships within target industries
  • Execute enterprise and SMB customer acquisition strategies
  • Evaluate competitive landscape and market positioning
  • Performance Management amp; Accountability
Own personal performance metrics including:
  • Sales productivity
  • Gross Profit per sale
  • Sales conversion rates
  • New account acquisition
  • Ensure consistent use of CRM and pipeline tracking tools
Desired Qualifications
  • At least two years of relevant experience, demonstrated through prior work experience
  • Proven ability to deliver sustained revenue growth
  • Strong knowledge of wireless, telecom, or technology sales
  • Demonstrated ability to adapt and deliver results in changing circumstances
  • Strong experience acquiring new logos and growing existing accounts
  • Experience selling complex managed network and security solutions
  • Strong network of C-level client relationships
  • Bilingual fluency in English and Spanish where appropriate
  • Willingness to travel up to 20% with rare needs to stay overnight
Preferred Qualifications
  • Must have a valid Driver's License
  • Experience with Verizon and/or a Verizon Wireless indirect agent environment
  • Knowledge of carrier programs and indirect sales models
  • Proficiency with CRM platforms such as Salesforce
  • Understanding of wireless indirect compensation benchmarks
  • Passion for strategic sales roles
  • Experience selling complex technical solutions and/or systems integration services
  • Track record of meeting challenging sales goals
  • Ability to manage multiple projects and deals under tight deadlines
  • Ability to build strong, trusted relationships with executive-level customers
If Team Wireless and this role seem like a good fit, we encourage you to apply even if you do not meet every preferred qualification listed above.
Where youโ€™ll be working
This is a field-based position with approximately 20% travel. The majority of this work is conducted at client sites and in-market locations, with administrative responsibilities completed remotely or in office.
Commission / Override:
10.5% - 38.5% of Gross Profit according to quota attainment
Total On-Target Earnings (OTE):
$83,000 โ€“ $150,000+