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

UBS

Client Associate

Knoxville, TN · On-site

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate ...

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 ...

Banfield Pet Hospital

Client Service Coordinator

Knoxville, TN · On-site

$17.25 - $22.50/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Oak Ridge, TN

Client Services Associate information

See Oak Ridge, TN salary details

$9

$21

$39

How much do client services associate jobs pay per hour?

As of Aug 6, 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 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 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 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 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 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.
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.

Registered Client Service Associate

W3Global Inc.

Knoxville, TN

$70K - $90K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 28 days ago

Job description

About the Job

Client Service Associate (a.k.a Service Advisor)

We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model - investments, planning, tax, insurance, and estate planning all under one roof - serving clients who have trusted us with the most important financial decisions of their lives.

Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.

Benefits

  • Unlimited PTO with bonus targets

  • 401(k) with 6% match and ROTH option

  • Competitive health insurance benefits

  • Life/AD&D Insurance: $50,000 after one year

  • Long-term disability

  • Professional development, training, and growth opportunities

  • Supportive, team-oriented work environment

  • Relocation stipend if needed

Primary Duties

  • Serve as a point of contact for an assigned book of client households

  • Pro-actively communicate with clients to maintain relationships and provide the highest level of service

  • Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates

  • Coordinate internally across planning, tax, and investment teams to deliver a seamless client experience

  • Maintain rigorous documentation and follow-through in Salesforce, the primary CRM

  • For those interested, tools and resources will be provided to support preparation for the CFP® examination (not required)

Qualifications

  • 5+ years of client-facing experience in wealth management or financial planning (required)

  • FINRA licensing (required)

  • High ownership mentality - you follow through, communicate proactively, and clients notice

  • Comfortable operating in a structured, process-oriented environment

  • Proficiency with Salesforce or a comparable CRM (preferred)

About the Firm

We are committed to core values and delivering a high standard of service to clients.

  • Living Life on Purpose

  • Values Driven Planning

  • The Pursuit of Better

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

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