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Client Service Associate Jobs in Gallatin, TN (NOW HIRING)

Southwestern Companies

Client Service Associate

Nashville, TN · On-site

$14 - $19.25/hr

The Client Service Associate is responsible for supporting our client service team by handling foundational service tasks that do not require a Property & Casualty license. This position is ideal for ...

RIA Recruiting

Client Service Associate

Nashville, TN

$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 ...

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 ...

Truist

Brokerage Client Service Associate

Brentwood, TN · On-site

$13.75 - $19/hr

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.

Truist

Brokerage Client Service Associate

Nashville, TN · On-site

$14 - $19.25/hr

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.

Truist

Brokerage Client Service Associate

Nashville, TN · On-site

$14 - $19.25/hr

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.

Crane Cartage & Freight

Client Service Specialist

Lebanon, TN · On-site

$16.25 - $21.50/hr

Client Service skills * Quality Focus * Problem Solving * Freight Forwarding Knowledge * Documentation Skills * Listening * Resolving Conflict * Ability to Multi-task Physical Requirements * Talking ...

Crane Worldwide Logistics

Client Service Specialist

Lebanon, TN · On-site

$16.25 - $21.50/hr

Client Service skills * Quality Focus * Problem Solving * Freight Forwarding Knowledge * Documentation Skills * Listening * Resolving Conflict * Ability to Multi-task Physical Requirements * Talking ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Gallatin, TN

Client Service Associate information

See Gallatin, TN salary details

$8

$16

$25

How much do client service associate jobs pay per hour?

As of Aug 1, 2026, the average hourly pay for client service associate in Gallatin, TN is $16.11, according to ZipRecruiter salary data. Most workers in this role earn between $13.12 and $18.08 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What cities near Gallatin, TN are hiring for Client Service Associate jobs? Cities near Gallatin, TN with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Gallatin, TN as of July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $33,503 per year, or $16.1 per hour.

Client Service Associate

Southwestern Companies

Nashville, TN • On-site

$14 - $19.25/hr

Full-time

Re-posted 14 days ago

Job description

JOB SUMMARY:

The Client Service Associate is responsible for supporting our client service team by handling foundational service tasks that do not require a Property & Casualty license. This position is ideal for someone who enjoys helping others, is detail-oriented, and thrives in a team environment. The Client Service Associate assists with document handling, general inquiries, client communication, and administrative processes that contribute to a smooth client experience. This position supports client onboarding and retention by ensuring timely follow-ups, welcome communications, and initial documentation. The Client Service Associate reports to the Client Service Manager and provides excellent customer service to internal and external clients while demonstrating the company values and supporting the mission.

JOB DUTIES AND RESPONSIBILITIES:

  • Support day-to-day client service activities by assisting licensed team members with non-licensed service tasks
  • Prepare, send, and track insurance documents such as ID cards, proof of insurance, and mortgagee verifications
  • Respond to client inquiries via phone, email, and text with professionalism, routing complex issues to licensed team members
  • Support client onboarding process by ensuring timely follow-ups, welcome communications, and initial documentation
  • Maintain accurate client information in the CRM system and ensure all documentation is filed and organized
  • Assist with monitoring renewal dates, helping to coordinate communications to ensure retention efforts stay on track
  • Provide general administrative support to the sales and service teams, including scheduling, data entry, and follow-ups
  • Escalate policy-related or coverage-related questions to licensed personnel in a timely and efficient manner
  • Contribute to a positive and welcoming client experience at every interaction
  • Participate in ongoing training and development opportunities
  • Perform other duties as assigned


REQUIRED QUALIFICATIONS:

  • High School diploma or equivalent. Bachelor’s degree preferred.
  • 1 year of experience in customer service, administrative, or office support
  • Experience using CRM preferred
  • Proficient in Microsoft Office Suite
  • Maintain confidentiality and demonstrate sound judgment
  • Strong customer satisfaction and organizational skills
  • Able to maintain a pleasant and professional attitude with team members and all visitors
  • Able to be flexible and calm during high visitor traffic
  • Ability to work on multiple projects simultaneously while accomplishing daily tasks
  • Effective oral and written communication skills and excellent interpersonal skills
  • Attention to detail, critical thinker and problem-solving skills
  • High standards for integrity, honesty, professionalism, and work ethic
  • Commitment to service excellence
  • Ability to work independently while demonstrating excellent organization and follow through
  • Demonstrates flexible and efficient time management and ability to prioritize workload
  • Ability and willingness to move with purpose and a strong sense of urgency
  • Self-motivated, positive, and enthusiastic
  • Self- starter with a strong desire to exceed expectations and capable of supporting a team
  • Maintains confidentiality discretion
  • Ability to effectively work in collaboration with others to achieve business objectives
  • Willing to grow and be challenged
  • Be positive, charismatic, motivating, and engaging
  • Attend training as requested

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