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Client Service Operations Associate Jobs in Tennessee

HHM Talent

Client Services Associate

Chattanooga, TN · On-site

As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and ...

HHM CPAs

Client Services Associate

Chattanooga, TN · On-site

As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and ...

Wilton Re

Operations Associate

Nashville, TN · On-site

Operations Associate - Nashville Full Time Nashville, TN About theCompany: Wilton Re is an industry ... Participate in client-facing meetings to discuss service performance, trends, and operational ...

HHM CPAs

Client Services Associate

Chattanooga, TN · On-site

As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and ...

HHM CPAs

Client Services Associate

Chattanooga, TN · On-site

As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and ...

HHM CPAs

Client Services Associate

Chattanooga, TN · On-site

As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and ...

Seven Springs Wealth Group LLC

THE ROLE The Client Service Manager serves as the operational expert of the Diamond Team, partnering closely with Wealth Advisors and Wealth Associates to ensure every recommendation is implemented ...

LEAD Public Schools

Operations Associate

Brentwood, TN · On-site

$48K - $71K/yr

JOB TITLE: Operations Associate REPORTS TO: Director of Operations JOB GOAL: The Operations ... Customer service focus * Strong interpersonal and communication skills * Ability to work ...

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Client Service Operations Associate information

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.

What cities in Tennessee are hiring for Client Service Operations Associate jobs?

Cities in Tennessee with the most Client Service Operations Associate job openings:

Client Service Operations Associate jobs near you

Client Services Associate

Chattanooga, TN • On-site

HHM Talent
See more jobs at HHM Talentexternal

Other

Posted 5 days ago

Job description

HHM Wealth Advisors is seeking a CSA to join our team.
As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and responsibilities will include the support of all partners, advisors and staff members.
This role will be onsite in Chattanooga, TN.
Areas of focus:

  • Deliver superior client service
  • Serve as liaison between advisor and client
  • Manage client information
Duties and Responsibilities:
Trader:
  • Accurately execute trades
  • Verify trades daily
  • Complete trade corrections quickly and efficiently
Client Service:
  • Schedule client review meetings
  • Create portfolio review documentation
  • Maintain CRM with appropriate review schedules with updates as necessary
  • Manage client requests efficiently
New Clients/Account Maintenance
  • Client onboarding
  • Document generation and processing
  • Client file documentation maintenance
Qualifications:
  • Client first attitude
  • A team player, collaborative, able to work with others
  • Desire/ability to work successfully in a small company environment
  • Ability to multitask and prioritize a variety of activities
  • Strong analytical and financial skills
  • Organized/detail-oriented with a high degree of accuracy
  • Good written and verbal communication skills
  • Proficiency in Word, Excel, Outlook
  • Willingness to learn new tasks/programs/software

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