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Client Services Associate Jobs in Lebanon, TN (NOW HIRING)

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

$65K - $80K/yr

Client Service Associate Decker Wealth Management in Nashville, TN is seeking a full-time in-office ... services experience * Adept and skilled with technology - we are a tech-forward firm. Mac ...

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 ... services experience * Adept and skilled with technology - we are a tech-forward firm. Mac ...

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 ... services experience * Adept and skilled with technology we are a tech-forward firm. Mac experience ...

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How much do client services associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client services associate in Lebanon, TN is $21.63, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $24.13 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Lebanon, TN?

The most popular types of Client Services jobs in Lebanon, TN are:

What are popular job titles related to Client Services Associate jobs in Lebanon, TN?

For Client Services Associate jobs in Lebanon, TN, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Lebanon, TN look for?

The top searched job categories for Client Services Associate jobs in Lebanon, TN are:

What cities near Lebanon, TN are hiring for Client Services Associate jobs?

Cities near Lebanon, TN with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Lebanon, TN as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $44,991 per year, or $21.6 per hour.

Client Service Associate

SOUTHWESTERN AND AFFILIATES

Nashville, TN • On-site

$14 - $19.25/hr

Other

Re-posted 2 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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