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Client Services Associate Jobs in Oak Ridge, TN (NOW HIRING)

Sojourn Wealth Management

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Client Services Associate

Knoxville, TN · On-site

$50K - $60K/yr

The Client Service Associate is responsible for delivering exceptional client service, supporting Advisors, and ensuring efficient office operations. This role serves as a key client contact, manages ...

Sojourn Wealth Management

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Client Services Associate

Knoxville, TN · On-site

$50K - $60K/yr

The Client Service Associate is responsible for delivering exceptional client service, supporting Advisors, and ensuring efficient office operations. This role serves as a key client contact, manages ...

PrideStaff

Accounting Services Associate

Maryville, TN · On-site

$50K - $62K/yr

Accounting Services Associate Certified Public Accounting firm in Alcoa is seeking an Accounting ... Prepare and process client payroll, including applicable payroll tax filings. * Prepare year-end ...

Bank of America

Private Wealth Client Associate

Knoxville, TN · On-site

$13.75 - $19/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to The McLaughlin-Johnson Group. Key ...

Bank of America

Private Wealth Client Associate

Knoxville, TN · On-site

$13.75 - $19/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to The McLaughlin-Johnson Group. Key ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for client services associate in Oak Ridge, TN is $21.42, according to ZipRecruiter salary data. Most workers in this role earn between $16.30 and $23.89 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 Oak Ridge, TN?

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Oak Ridge, TN as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $44,550 per year, or $21.4 per hour.

Client Services Associate

Knoxville, TN • On-site

Sojourn Wealth Management
See more jobs at Sojourn Wealth Managementexternal

$50K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

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Job description

The Client Service Associate is responsible for delivering exceptional client service, supporting Advisors, and ensuring efficient office operations. This role serves as a key client contact, manages administrative and follow-up tasks, and helps Advisors maximize their time while keeping day-to-day firm operations organized and running smoothly.


Essential Duties and Responsibilities

  • Provide exceptional client service through regular client interaction, appointment scheduling, correspondence, incoming call management, and timely resolution of client needs and requests.
  • Support client meetings and Advisor workflows by preparing necessary paperwork and reports, coordinating appointments, and completing post-meeting documentation and follow-up.
  • Manage account administration and service requests including new account establishment, account maintenance, paperwork processing, eSignatures, and coordination with the Broker-Dealer, ensuring requests are accurately processed through completion.
  • Maintain accurate client records and compliance documentation within the CRM and firm systems, including check deposits, check blotters, and adherence to compliance and recordkeeping standards.
  • Support client communications and firm outreach by maintaining client mailing lists and assisting with birthday, holiday, and marketing communications.
  • Assist with firm reporting and administrative operations including monthly/quarterly reporting, office supply management, infrastructure requests, and maintaining a professional office environment.
  • Manage multiple priorities effectively while supporting Advisors and contributing to the firm’s overall business objectives.
  • Other responsibilities as assigned by Advisors.

Company Description

Sojourn Wealth Management is a financial advising and investment management firm dedicated to serving the best interest of its clients while providing a high level of service to them.