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

Client Services

Memphis, TN · On-site

$14.25 - $19.50/hr

Client Services Representative The Client Services Representative will be responsible for ... The client base consists branch associates, Financial Advisors, or the clients of Financial ...

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Whether working from home, an office, or Anywhere, we offer products and services designed to help ... We are looking for a Client Experience Associate to join our team! Please see below for more ...

Tax Associate

Senatobia, MS · On-site

$47K - $63K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

Tax Associate

Cordova, TN · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

Tax Associate

Hernando, MS · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

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Client Services Associate information

See Memphis, TN salary details

$9

$19

$36

How much do client services associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client services associate in Memphis, TN is $20.00, according to ZipRecruiter salary data. Most workers in this role earn between $15.24 and $22.31 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.

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

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

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

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

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

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

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

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

Infographic showing various Client Services Associate job openings in Memphis, TN as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $41,591 per year, or $20 per hour.

Client Services

eTeam

Memphis, TN • On-site

$14.25 - $19.50/hr

Other

Re-posted 11 days ago


Job description

Client Services Representative

The Client Services Representative will be responsible for supporting the Client Services team located at the St. Petersburg, FL home office. They will report to the hiring manager. The Client Services department is considered the 'main point of contact' for (internal and external) clients who have questions or general inquiries that need resolution. The client base consists branch associates, Financial Advisors, or the clients of Financial Advisors. In addition, this particular team manages client access websites, where clients can access their accounts, online trade, etc. The Client Service Rep will be responsible for handling basic customer inquiries, such as: a client forgot their username or password, client needs to update their home address or phone number, etc. The typical call volume per Client Service Rep is roughly 50-60 calls per day. However, call volume will increase during tax season and the associates may receive up to 80 calls per day. Training will last 1-2 weeks. The CSR's will practice doing mock calls with other associates. The Client Services team does not read off scripts while on the phone. Instead, they will have access to a SharePoint site which houses 'go-to' guides on how to handle various customer scenarios. Performance Monitoring Management will randomly listen in on calls in order to evaluate performance. They will primarily be measuring call quality, compliance (ensuring all of the necessary steps were taken i.e. verifying the caller's identify before proceeding, etc.), documentation / accuracy, call time, etc. Jason stated that their department focuses more on quality rather than quantity. Attendance Policy No more than 2 tardies and / or unexcused absences within a 30 day period.

Job Duties:
  • Responsible for answering inbound calls from clients, while providing exceptional customer service
  • Resolve general inquiries such as username / password resets, address changes, phone number changes, etc.
  • Document call activity using proprietary system (they will be expected to document while on the phone with the customer)
  • Perform various duties as assigned by management
  • Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services
  • Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices
  • Coordinates problem resolution with appropriate departments
  • Informs customers of standard procedures or resolution of problem
  • Follows up, either verbally or in writing, to ensure customer satisfaction
  • Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies
Skills:
  • 2-3 years of recent customer service experience, ideally from a call center
  • Must have the ability to type and be on the phone at the same time
  • Ability to navigate through numerous systems at once
  • Experience using dual monitors Proficient user with Microsoft Word, Outlook, and basic Excel
  • Ability to type at least 40 WPM
  • Exceptional customer service skills; easy to understand
  • Excellent verbal and written communication skills
  • Ability to use proper grammar and spelling
  • Experience within the banking or financial services industry is preferred but not required
Education:

Minimum of a High School Diploma or equivalent