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Client Relationship Assistant Jobs in Cleveland, MS

Hancock Whitney Bank

Investment Assistant

Whitney, MS · On-site

... growing client relationships and portfolios. ESSENTIAL DUTIES & RESPONSIBILITIES: * Assist in opening accounts, preparing for account reviews, process account maintenance * Schedule client ...

Reliant Rehabilitation

Physical Therapist Assistant

Shelby, MS · On-site

$28.75 - $38/hr

... and client relationships. Comply with all applicable state and federal regulations governing ... Assistant state license Please note rate range is an estimate and may vary based on skill set and ...

New

Reliant Rehabilitation

Physical Therapist Assistant

Shelby, MS · On-site

$28.75 - $38/hr

... and client relationships. Comply with all applicable state and federal regulations governing ... Assistant state license Please note rate range is an estimate and may vary based on skill set and ...

HMG Careers

Sales Consultant Remote

Sunflower, MS · Remote

$69K/yr

Present benefit programs and assist clients with enrollment * Build and maintain strong client relationships * Work closely with your manager to set goals and achieve them

HMG Careers

Sales Consultant Remote

Cleveland, MS · Remote

$69K/yr

Present benefit programs and assist clients with enrollment * Build and maintain strong client relationships * Work closely with your manager to set goals and achieve them

HMG Careers

Remote Sales Representative

Skene, MS · Remote

$69K/yr

Present benefit programs and assist clients with enrollment * Build and maintain strong client relationships * Work closely with your manager to set goals and achieve them

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Client Relationship Assistant information

See Cleveland, MS salary details

$25K

$49.5K

$84.5K

How much do client relationship assistant jobs pay per year?

As of Aug 25, 2026, the average yearly pay for client relationship assistant in Cleveland, MS is $49,488.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $56,100.00 per year, depending on experience, location, and employer.

What is a client relationship assistant?

Client Relationship Assistants are professionals who support account managers or client service teams by maintaining strong relationships with clients. They handle daily communications, help resolve client concerns, coordinate meetings, and ensure client needs are met efficiently. Their role is essential in fostering client satisfaction and loyalty, which often leads to repeat business and positive referrals. They may also assist with administrative tasks, updating records, and preparing reports to help the team deliver excellent service.

How does a client relationship assistant typically collaborate with account managers and other departments?

Client Relationship Assistants play a crucial role in supporting account managers by handling routine client communications, scheduling meetings, and ensuring client needs are promptly addressed. They often act as a bridge between clients and various internal teams such as sales, marketing, and customer support, helping to coordinate responses and deliverables. This collaborative approach ensures that clients receive consistent and timely service, while also allowing the assistant to gain exposure to different aspects of the business, which can be valuable for career growth.

What are the key skills and qualifications needed to thrive as a client relationship assistant, and why are they important?

To thrive as a Client Relationship Assistant, you need strong communication skills, attention to detail, and a background in business or customer service, often supported by a relevant diploma or degree. Familiarity with CRM software, office productivity tools, and sometimes experience with data entry systems are typically required. Exceptional interpersonal skills, problem-solving abilities, and a proactive attitude help you build rapport and address client needs effectively. These skills ensure positive client experiences, efficient issue resolution, and ongoing business growth through strong client relationships.

Is customer relationship assistant a stressful job?

A client relationship assistant role can involve handling customer inquiries, resolving issues, and maintaining positive interactions, which may be stressful during busy periods or when managing difficult clients. However, the job typically requires strong communication skills and organization, and stress levels vary depending on workload and work environment.

What does a client relationship assistant do?

A client relationship assistant supports maintaining positive relationships with clients by handling communication, scheduling meetings, and addressing client inquiries. They often use customer relationship management (CRM) software and require strong communication and organizational skills to ensure client satisfaction and retention.
Client Relationship Assistant jobs near you
Infographic showing various Client Relationship Assistant job openings in Cleveland, MS as of July 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 91% In-person, and 9% Remote job distribution, with an average salary of $49,488 per year, or $23.8 per hour.

Investment Assistant

Hancock Whitney Bank

Whitney, MS • On-site

Full-time

Re-posted 10 days ago

Hancock Whitney Bank rating

7.7

Company rating: 7.7 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

93rd of 172 rated banks

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

Provides support for Financial Advisors and Senior Investment Consultants (Advisors) by delivering excellent client service to Hancock Whitney Financial Consultants (HWFC) clients while contributing to the overall goals and objectives of Wealth Management. Assist Advisors with maintaining and growing client relationships and portfolios.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Assist in opening accounts, preparing for account reviews, process account maintenance
  • Schedule client appointments, meetings with wholesalers, meetings with licensed bankers.
  • Help train and assist licensed bankers to assist clients.
  • Help uncover investment opportunities for existing and new clients.
  • Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.
  • Often work unsupervised, making effective use of time.
  • Follow protocol for meeting clients within the assigned territory, making sure any referral received does not already belong to another Advisor.
  • Often serve as primary point of contact for clients, demonstrate confidence and knowledge of the industry to cultivate clients' trust.
  • Stay abreast of and communicate changes to paperwork requirements, compliance rules, approval procedures, and business solicitation guidelines.
  • Provide administrative support for Advisors as needed.
  • Assist clients and advisors to purchase and sell stock, mutual funds, brokerage CDs, U.S. Treasuries, and Municipal and Corporate bonds.
  • Assist Advisors in executing orders, research and daily operational procedures.
  • Work directly with clients opening new investment accounts and insuring documentation meets compliance requirements.
  • Responsible for money transfers between Hancock Whitney Bank and Brokerage accounts
  • Research account positions for clients.
  • Resolve account discrepancies.
  • Assist with fund and account transfers.
  • Assist clients with Internet trading and viewing their accounts online.
  • Provide clients with stock and fund information.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • High school diploma or equivalent required; Bachelor's degree preferred
  • 2 years of related support experience; preferably in a financial institution
  • A combination of education and experience/training may be considered.
  • Must currently possess Life and Health Insurance License - fixed annuity and variable annuity and be in good standing.
  • Must currently possess FINRA Investment License(s) - Series 7, 63, 65/66 and be in good standing.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to travel if required to perform the essential job functions
  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers.  All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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